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possible to generate an invoice (from a list) via workflow?

Question asked by zoe on Feb 29, 2016
Latest reply on Feb 29, 2016 by zoe

Hi all,

I am working on a project to use Nintex to tracking all of our outsourced projects, now I have successfully created two lists, 1. Freelancer profile list: got all the information including payment method, 2. Project Report list:  recorded the project name, rate, total payable amount, invoice number and the freelancer info that lookup from the Freelancer Profile list.

 

now the question is since I have got all the information I need to prepare an invoice at the end of the month, I don't want to copy paste the data from Nintex to excel again, does any one have good suggestion for this?    

 

my current idea is to create another list to lookup invoice number and the project info from Project Report list and lookup freelancer name and their payment account from Freelancer profile list, and trigger a workflow to send all the information in a email in a proper invoice format to be print out or forward to the manager. Sounds like a plan?  (if you knew this won't work please let me know )

 

 

 

Cheers,

Zoe

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