Microsoft Excel + Intelligent Billing
Add rows in Microsoft Excel for new rates in Intelligent Billing
Effortlessly keep track of new rates in your Intelligent Billing app by adding them directly to a Microsoft Excel spreadsheet with this simple automation. Once set up, this workflow will automatically create a new row in your chosen Excel spreadsheet every time a new rate occurs in Intelligent Billing, helping you maintain up-to-date records and streamline your billing processes.
Effortlessly keep track of new rates in your Intelligent Billing app by adding them directly to a Microsoft Excel spreadsheet with this simple automation. Once set up, this workflow will automatically create a new row in your chosen Excel spreadsheet every time a new rate occurs in Intelligent Billing, helping you maintain up-to-date records and streamline your billing processes.
- When this happens...New Rate
Triggers when a new rate is created in the billing system.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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New Customer
Triggers when a new customer is created in the Billing System.
Try ItNew Product
Triggers when a new product is created in the Billing System.
Try ItAccount NumberRequired
Parent
Customer NameRequired
VAT IDRequired
Address Line 1
Address Line 2
Address Line 3
Address Line 4
City
CountryRequired
PostCode
Rate Scheme
Currency
Email
Invoice GroupRequired
Invoice Day
External Ref Name
Product CodeRequired
Description
ProductGroupRequired
Period
Product Type
Default Buy Price
Default Sell Price
Months In Advance
New Customer Product
Triggers when a new customer product is created in the Billing System
Try ItNew Rate
Triggers when a new rate is created in the billing system.
Try ItProduct CodeRequired
Account NumberRequired
Telephone
Effective DateRequired
Units
Show On Invoice
Apply Rate Override
Description Override
Rate Override
Currency
Cost Override
Rate SchemeRequired
Destination AreaRequired
Destination CountryRequired
Call TypeRequired
Service ClassRequired
Time BandRequired
Price Per MinuteRequired
Price Per CallRequired
MinimumRequired
MarkupRequired
Effective Date
