によって Amin Hakim 1か月前.
22
Client Submission:
The described process involves a streamlined system for handling billing and invoicing through automation. Initially, the client completes a Tally form with essential project and billing information.
によって Amin Hakim 1か月前.
22
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Client Submission: Client completes a Tally form with required project and billing details. Automated Sync: Tally form data is automatically synced to a Google Sheet, ensuring all responses are centralized and easily accessible. Invoice Creation: A Google Doc invoice template pulls data from the Google Sheet, automatically populating basic details (e.g., client information, project description, billing amount) based on the Tally form submission. Internal Review and Scope Definition: A team member reviews the draft invoice and fills in any internal scope of work or specific project details that are unique to this invoice. This step ensures accuracy and completeness in the billing details. Client Delivery: The finalized invoice is sent to the client, ready for review and payment.
