Generating nice-looking pdf-files is a very common use case. And we (Forward Forever) are no exception. We like to automatically generate invoice attachments for our customers. This happens once a month and we use our own heavily branded invoice template.

The attachment includes information about the hours we have spent with customer’s projects.

Solution

  • Cloud flow loop work orders and get all non-invoiced hours (from Dataverse)
  • According to customer settings flow build one invoice attachment for all hours or one attachment per work order
  • Attachments are generated by using our own Word template
  • Attachments are stored on the Teams under current month invoices folder  

Related

DETAILS

TECHNOLOGY

Power Automate, Dataverse

CLIENT

Forward Forever

Date

2020/H1

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