QuickFile + Tally
Create QuickFile invoices from new Tally submissions
Effortlessly manage your invoicing process with this seamless workflow between Tally and QuickFile. When a new submission is received in the Tally app, an invoice will be created in the QuickFile app. This automation saves time and ensures all your invoices are up-to-date, providing a hassle-free and streamlined invoicing experience.
Effortlessly manage your invoicing process with this seamless workflow between Tally and QuickFile. When a new submission is received in the Tally app, an invoice will be created in the QuickFile app. This automation saves time and ensures all your invoices are up-to-date, providing a hassle-free and streamlined invoicing experience.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!Create Invoice
Triggers when a new invoice, estimate or recurring template is created.
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Select a formRequired
Try ItDocument TypeRequired
Try ItCompany NameRequired
First Name
Surname
Email
Address Line 1
Address Line 2
Town
Country ISO
Post Code
Account Reference
Vat Number
Vat Exempt
Telephone
Password
New Client
Triggers when a new client record is created.
Try ItAmountRequired
DescriptionRequired
Date
Bank Nominal Code
Notes
Client NameRequired
DescriptionRequired
Total AmountRequired
Issue Date
Due Date
Invoice Status
Paid Date
Bank Nominal Code
Currency
Exchange Rate
Notes
Nominal Code
VAT Rate
