Create monthly contractor invoice with monthly rate and expenses to be reimbursed
When this happensStep 1: New Report
Then do thisStep 2: Create Draft
When I confirm my expenses for the month, automatically create a new invoice with line items for my monthly rate and a summary of my expenses. Attach the invoice to a draft email, ready to send.
How this integration works
- A monthly expense report is confirmed in Expensify.
- Zapier Formatter gets the current month e.g. June, 2016.
- Zapier Code creates line items for your monthly fee and a summary of your expenses.
- A invoice is created in Invoice Ninja with your line items.
- A draft email is created with a PDF of the invoice attached.
- Zapier Formatter
- Zapier Code
- Invoice Ninja