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finance

Itemized Invoice from CSV

Upload a CSV of line items (Item, Quantity, Total Cost) and the workflow generates a styled invoice PDF, then emails it to the customer for review. Configure your logo and contact info once on the PDF step. Best for one-off invoicing from a spreadsheet you already maintain.

document-generationinvoice

Upload a CSV of line items (Item, Quantity, Total Cost) and the workflow generates a styled invoice PDF, then emails it to the customer for review. Configure your logo and contact info once on the PDF step. Best for one-off invoicing from a spreadsheet you already maintain.

Steps
1
Collect Invoice Details
FORM
2
Import Line Items
CSV
3
Render Invoice PDF
PDF
4
Send Invoice
Send Email

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