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Create an Invoice in SmartSuite Using the New Document Designer

Create an Invoice in SmartSuite Using the New Document Designer

5 Minutes

January 25, 2023

Are you ready to unleash the power of SmartSuite and take your document creation to new heights? If crafting an invoice with seamless integration of information from your own applications perks your interest, then you're in for a treat! Dive into our latest feature, the Document Designer, and discover how it can transform your invoicing process. But first, have you started your free trial of SmartSuite yet? If not, now is the perfect time to jump in and experience the magic for yourself!

A Sneak Peek into the Future of Document Creation with SmartSuite

Gareth, from Gap Consulting, is thrilled to offer an exclusive early look at the cutting-edge Document Designer feature within SmartSuite.

Exploring the Wonders of SmartSuite's Document Designer

SmartSuite's Document Designer is not your run-of-the-mill addition — it's a game-changer amid business automation tools. As of Gareth's viewing, it remains in the Alpha phase, making this reveal all the more exciting. It's poised to impact the document design landscape with its impressive capabilities.

Preparing for the Document Designer: The Basics

Before getting hands-on with the Document Designer, SmartSuite encourages users to ensure they have a solid structure in place. Gareth demonstrates this by outlining the essential foundations:

  • Contacts Keep a tab on whom you're invoicing by storing contact information, complete with specifics tailored to regional business requirements, such as VAT identification.
  • Inventory Whether you're selling goods or services, maintaining a price-per-unit record simplifies invoice generation.
  • Line Items A detailed account of purchases, inclusive of quantity and subtotals, facilitates a robust invoice breakdown.
  • Invoice Application With invoice numbers auto-generated and linked to contacts and line items, the process becomes seamless.

Designing an Invoice with Precision and Flair

Gareth guides us through creating a sample invoice template, showcasing the plethora of design elements made available by SmartSuite. The focus is on line item support, allowing for a detailed display of purchase breakdowns.

Crafting Line Items with SmartSuite's Dot Notation Formulas

SmartSuite's intuitive dot notation formulas enable the direct computation of subtotals within the line items. It means fewer steps and a more efficient process, as detailed by Gareth in his walkthrough.

Visualizing the Process

Here, an image of Gareth's example invoice beautifully illustrates the customization and layout possibilities within SmartSuite's Document Designer.

Advancing the Invoice Total with Formulas

A notable absence is the invoice total formula within the design interface, a nod to the reality of Alpha testing. Nevertheless, SmartSuite's tireless efforts in refining the feature promise eventual smooth integration.

The Future Is Bright: Automation and Beyond with SmartSuite

As inspiring as the document creation process is, the true potential of SmartSuite lies in the ability to automate this workflow fully. Imagine the convenience of a system that generates and shares invoices with clients automatically upon meeting certain conditions!

Dive Into the Power of SmartSuite Today

This overview is just the crest of the wave. To ride the full tide of SmartSuite's capabilities, including the ground-breaking Document Designer, start your free trial today and put these insights into action! And don't forget to check out Gareth's full video for a comprehensive tutorial on this transformative feature.

Unfold the potential of SmartSuite and start designing professional invoices with ease. Start your free trial now!

Embarking on this journey into the world of no-code automation has never been more exciting or accessible. Whether you're a budding entrepreneur or a seasoned business professional, SmartSuite's Document Designer is set to revolutionize the way you manage, automate, and execute essential tasks. If this rings a bell and resonates with your needs, don't hesitate. Seize the opportunity to be at the forefront of business innovation.

Be the architect of your success with SmartSuite. Start your free trial and experience the difference!