Integrate Microsoft Excel with SmartBill
Create an invoice in seconds directly from your Excel sheet and boost your team productivity
Our offering
How to automate invoices with SmartBill and Excel
We know creating each invoice manually is a tedious job. SmartBill users face the challenge of not being able to upload CSV or XLS files directly, which means entering product details by hand. This manual work is time-consuming and prone to errors. Our Excel add-in for SmartBill changes the game.
With our tool, you can easily sync your product data and create invoices from Excel to 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?
Based on our experience, we crafted a few examples to outline the power of autonomous invoicing.
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ERP:
Downloads a CSV from an ERP system and create an invoice in seconds. Import the CSV into Excel and seamlessly sync the data with SmartBill, avoiding manual data entry. -
Bulk Invoicing:
Need to create multiple invoices at once? Simply prepare your invoice data in an Excel sheet, and our add-in will handle the rest, uploading all the information directly to SmartBill in just a few clicks. -
Sales CRM:
Use Excel as a CRM and create invoices for your clients with a simple click. -
Product Catalog:
If you manage your product catalog in Excel, when it's time to invoice, use our add-in to automatically transfer product details from Excel to SmartBill, ensuring accuracy and saving time.
Popular tools we integrate with SmartBill
FAQ
What is the Smartbill and Microsoft Excel integration?
This integration is an Microsoft Office 365 “add-in” build specially for Excel and allows users to connect Excel with SmartBill’s invoicing capabilities.
Do I need a MIcrosoft Office 365 account?
Yes, you will need an MIcrosoft Office 365 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.
Can I automate invoice creation with this integration?
Absolutely! You can set triggers in other applications to automatically generate invoices in SmartBill with all the details you want.
How do I add a SmartBill integration?
The integration is made by us and it is private. We will help you set it up and connect the SmartBill integration to your account.
Is my data secure when using SmartBill with Excel?
Yes, both SmartBill and Microsoft are storing user data in the cloud and are prioritizing security, ensuring your invoicing information remains protected.
Do you offer support for the integration?
We offer 100% support for our integration. We monitor the add-in app ensuring uptime and a bug free implementation.
Can I 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 Microsoft Office dashboard at any time.
What are the costs of integrating?
While SmartBill and Microsoft Office have their own pricing, our first discovery meeting will determine the cost of the implementation and support.
Still not convinced?
Automation could be the game-changer you’ve been waiting for. Let’s define together what’s possible for your business.
