New Integration: Streamline Your Invoicing and Expense Reporting with InvoiceBerry

Sam Hollis
Sam Hollis / November 29, 2017

As a small business owner and entrepreneur you have to wear a staggering number of different hats. From creator to businessperson, project manager to accountant, it can be easy for an invoice or expense report to get lost in the shuffle.

Which is where InvoiceBerry can help. As a simple and easy-to-use alternative to more complicated accounting software, InvoiceBerry gives you the power to create, send, and track your invoices automatically. Easily upload a logo and translate invoices to ensure your clients have a seamless and personal experience. With multi-user access your team members are kept up-to-date, and your clients can access professional-looking reports as soon as they’re available.

Connect InvoiceBerry to Zapier’s 750+ apps and see that your accounting paperwork makes to all the right places. You can automatically add invoice information to Trello, add new clients to MailChimp for easy follow-up, and add Stripe transaction fees to your InvoiceBerry expense reports. Keeping on top of your finances has never been more straightforward.

How InvoiceBerry Works with Zapier

Triggers

  • New Client: Triggers when a new client is created
  • New Invoice: Triggers when a new invoice is created
  • New Expense: Triggers when a new expense is created
  • New Credit Note: Triggers when a new credit note is created
  • New Item: Triggers when a new item is created
  • New Quote: Triggers when a new quote is created

Actions

  • Add Expense: Adds a new expense
  • Create Client: Creates a new client

Automation Inspiration

Get started with these sample Zaps:

Keep Your Customers and Team Up-to-date

Make Sure Your Team is Kept in The Loop

How To Automate InvoiceBerry with Zapier

  1. Sign up for an InvoiceBerry account, and make sure you have a Zapier account

  2. Try some pre-made InvoiceBerry integrations and learn more about how InvoiceBerry works with Zapier

  3. Check out our InvoiceBerry help documentation for details on connecting your account and setting up your first Zap

  4. Or login and build a custom workflow with InvoiceBerry and Zapier