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Automated Invoice Generation for International DMC

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Industry: Travel

Project goal: To automate the generation of invoices for payment.

What was done:

  • Developed an invoice template in Google Sheets that automatically pulls data from the calculations.
  • Implemented automatic PDF invoice generation and placement within the client’s folder.
  • Created a system to log each invoice in a registry, along with key details and a link to the PDF document.

Achievements:

  • Reduced the time needed for generating and regenerating invoices, making the process fully automated.
  • The invoice registry provides centralized access for analyzing and reviewing all generated invoices.
  • Automatically placing invoices in the client folder saves time, prevents errors, and ensures all client documents are easily accessible.