Create spreadsheets from new or updated invoices in HirePOS using Microsoft Excel
Keep your invoicing and accounting streamlined with this efficient workflow. Whenever there's a new or updated invoice in HirePOS, a spreadsheet in Microsoft Excel is set up instantly. It's a simple and time-saving solution that ensures you never miss out on invoice details, helping you stay organized and focused on your business.
Keep your invoicing and accounting streamlined with this efficient workflow. Whenever there's a new or updated invoice in HirePOS, a spreadsheet in Microsoft Excel is set up instantly. It's a simple and time-saving solution that ensures you never miss out on invoice details, helping you stay organized and focused on your business.
- When this happens...New or Updated Invoice
Triggers when an Invoice in HirePOS is created or updated.
- automatically do this!Create Workbook
Creates a new workbook
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Deleted Item
Triggers when an Item in HirePOS is deleted or made inactive via Setup > Items, or the Website Code or Website Description field is cleared in Sales > Online Store > Setup Store Items.
Try ItNew Quote
Triggers when a Quote record in HirePOS is created.
Try ItNew or Updated Customer
Triggers when a Customer in HirePOS is created or updated via Setup > Customers.
Try ItNew or Updated Item
Triggers when an Item in HirePOS is created or updated via Setup > Items, or via Sales > Online Store > Setup Store Items.
Try It




