Integrate Airtable with SmartBill
Create invoices directly from your Airtable base and save hours of manual work.
Our offering
How to automate invoices with SmartBill and Airtable
Creating each invoice manually is a tedious job. You and your team likely have more important work. Plus, if it slips your mind, you run the risk of not getting paid on time. Streamline the process of creating and sending invoices by adding automation to the mix.
We build custom Airtable extensions for any invoicing and billing system that exists including SmartBill.
Book a call with us to discuss how we can add this integration to your workflow and automate your financial operations.
Integration Actions and Triggers
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Create an invoice
There are dozens of options to choose from when creating an invoice. -
Add a payment link
Create a payment link automatically through our integration or add an external custom payment link. -
Cancel invoice
Cancel any invoice that has been issued in the past without deleting it from the database. -
Delete invoice
This method allows the deletion of the last invoice that was issued from the database. -
Reverse invoice
You can reverse any invoice that is active and has been issued in the past. -
Restore invoice
Method for restoring any invoice from the system that was cancelled in the past. -
Create payment collection
This method is used to issue receipts and attach them to any active invoice. -
Delete payment collection
This method allows the deletion of the last collection that was issued from the database. -
Get product stocks and warehouse data
The method returns the name, code, unit of measurement and the quantity in stock as well as management information.
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Send document through email
Send the invoice or proforma by email as an attachment. You can even add a payment link if you want. -
Create an estimate
The method allows issuing proforma invoices and can be used later for invoicing. -
Cancel estimate
Cancel any proforma that has been issued in the past without deleting it from the database. -
Delete estimate
Delete any proforma from the database that has been issued in the past. -
Restore estimate
You can restore any proforma that was cancelled and has been issued in the past. -
Get the payment status
Check if an invoice has been paid by your customer. You can take certain actions based on this status. -
Get estimate status
This method will respond with a list of invoices that were created from that proforma. -
Query document series
The method is used to find out information about the next number in that series. -
Query VAT rates
The method is used to find information about the VAT rates defined for a company, without having to access the Cloud account.
Use cases
Why should you automate your invoices?
Save hours every week by removing manual tasks and adding automations to the mix. We deliver an error free, scalable solution that can streamline your financial operations.
Based on our experience, we crafted a few examples to outline the power of autonomous invoicing.
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Bulk invoicing:
Need to create multiple invoices at once? Simply prepare your invoice data in a base and our extension will handle the rest, uploading all the information directly to SmartBill in just a few clicks. -
Product Catalog:
If you manage your product catalog in Airtable, when it's time to invoice, use our integration to automatically populate the client and product details in SmartBill, ensuring accuracy and saving time. -
Sales CRM:
Create invoices for your clients with a simple click. The product/service and client will be picked automatically from your base. -
Project Management:
Invoice customers when a new phase has started. You can even invoice on each sprint start if you want.
Popular tools to integrate with SmartBill
FAQ
What is a Smartbill and Airtable integration?
This integration allows users to create any document and email it to any recipient directly from the Airtable interface saving you and your department hundreds of hours per month.
Do I need n Airtable account?
Yes, you will need n Airtalbe account. If you don’t have one we will help you create one, set it up and transform all of your manual processes into efficient workflows.
How do I add n Airtable integration?
The integration is made by us and it is private. We will send you an invitation to connect the SmartBill integration to your account.
Is my data secure when using SmartBill with Airtable?
Yes, both SmartBill and Airtable are storing user data in the cloud and are prioritizing security, ensuring your invoicing information remains protected.
What are the costs of the integration?
While Smartbill and Airtable have their own pricing, our first discovery meeting will determine the cost of the implementation and support.
Do you offer support for the integration?
We offer 100% support for Airtable and SmartBill integration. We monitor all of your triggers and actions ensuring uptime and a bug free implementation.
How will the integration help reduce manual errors in invoicing?
By automating your day to day tasks, the integration minimizes manual data entry, thereby reducing the potential for human errors in the invoicing process.
Can modify the integration if needed?
We will handle any change request you may need from the integration. Also, you can disconnect the integration from your Airtable dashboard at any time.
