How to Automate Invoicing with Excel & Automated Docs

In this article, we'll see how to use AutomatedDocs to create invoices from Excel when a new row is added to a sheet.

This enhances your workflow by utilizing native integration between AutomatedDocs and Excel to automatically create all your invoices without any manual work.

Our example will cover invoices, but the approach will also work well for other documents like quotes, sales orders, purchase orders, or any tabular content.

Limitations of Using Excel to generate invoices

Using Excel templates for invoicing has several limitations that can impede efficiency and accuracy. One significant drawback is the extensive manual effort required, including tasks like entering customer details, invoice numbers, and payment terms. This manual process is both time-consuming and susceptible to human error, potentially leading to discrepancies in financial records.

To overcome these challenges, we offer an adaptable solution by integrating AutomatedDocs with Excel. Excel serves as the data source, while AutomatedDocs generates invoices from templates.

We will demonstrate this solution by guiding you through the creation of a PDF invoice. The necessary components for this process include:

- Invoice template: We will use a DOCX file, but a Google Docs file works as well.

- Sheet with invoicing data.

- AutomatedDocs account.

- Google Drive folder to upload the created invoice (optional).

Configure AutomatedDocs for Excel Automated Invoicing

1. Upload Your Invoice Template

The first step involves configuring our document creation with AutomatedDocs. First, we select aready-to-use invoice template, or we can create a new one by adding the correct tags and fields.

From the Templates section, let's click "Add New" and upload the template

Once uploaded, our template is ready.

2. Connect Excel with AutomatedDocs

We already have a ready-to-use sheet in Excel with the information for our invoices.