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Create monthly contractor invoice with monthly rate and expenses to be reimbursed

  1. When this happensStep 1: New Report

  2. 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

  1. A monthly expense report is confirmed in Expensify.
  2. Zapier Formatter gets the current month e.g. June, 2016.
  3. Zapier Code creates line items for your monthly fee and a summary of your expenses.
  4. A invoice is created in Invoice Ninja with your line items.
  5. A draft email is created with a PDF of the invoice attached.

Apps involved

  • Expensify
  • Zapier Formatter
  • Zapier Code
  • Invoice Ninja
  • Gmail
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Connect Expensify + Gmail in Minutes

It's easy to connect Expensify + Gmail and requires absolutely zero coding experience—the only limit is your own imagination.

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