How To Automate Invoice Creation in SmartSuite

In this episode of SmartTips, Gavin Brennen shows you how to generate professional PDF invoices automatically in SmartSuite - no more manual exporting or formatting!

✔️ Start with the built-in Orders & Invoicing template and clean up the demo data.
✔️ Use the Document Designer to create a custom-branded invoice template.
✔️ Trigger PDF creation with a checkbox or button using SmartSuite automations.
✔️ Automatically attach the generated invoice back into the record.
✔️ (Bonus!) Send the invoice by email with a single automation step.

Whether you’re managing orders, billing clients, or sending receipts, this workflow helps you turn raw data into polished PDFs in seconds.

💡 Save time and streamline your invoicing process right inside SmartSuite!

Add URL Images To Document Designer: https://www.youtube.com/watch?v=--Kd7I9JBDI

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Видео How To Automate Invoice Creation in SmartSuite канала SmartSuite