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Automated Invoice Generation and Management

Use Zapier to simplify invoice generation and management. When a new row is added to a Google Sheet (containing client details and payment info), generate a PDF invoice using Google Docs or PDF Generator. Email the invoice to the client using Gmail Add a task in Asana for the finance team to follow up if payment isn’t received within 7 days.

Adarsh Singhcreated by Adarsh Singh
How Zapier works (57 sec)
How Zapier works (57 sec)
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This Zap works in 5 steps

  • 2.5 minutes to set up
  • Get back 1.2 hrs /week
  • 820 people use this app pairing

This Zap uses the following 5 apps

  • Google Sheets logo
  • Google Docs logo

More ways to use these popular apps!

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