The invoice header is the section where you add the invoice number, invoice issue date, and due date. Invoice Header - It is always a good practice to add the word “INVOICE” at the top of the invoice as invoice title. Following is the simple and easiest way to create an invoice using the free invoice template. When creating an invoice you must add these crucial elements, without these elements no invoice can be completed. You can find a little bit more details from there if needed.Using the Refrens platform it is easy to create invoices instantly. This is a short version of the post originally published in my personal blog (in Finnish). OutcomeĪfter running the flow we have all invoice attachment nicely in new folder.įlow with all the actions looks like this. We like to have attachments also in PDF format.

A SharePoint document library is always a good choice. Populate word templateįinally we have everything to populate our Word template.Īfter populating the template we have to save the document somewhere. Just use Select action for formatting hour entries into proper format. Our Word template needs hour entries in the following format. Format hour entry records for Word template We can expand the query so that includes display name of related user. Unfortunately hour entry record contains only guid for the related user.ĭo we need to make new query just to get user display name? We like to include employee display name on the attachment. Next we get actual hour entry records related to work order. The path is in year/month formatįor each account we list all work orders they are related to.īut how we get the sum of all the hours related to single work order (without counting them inside the Flow by ourselves)? First we build path for storing attachments. Our final invoice template looks like this. Next we change into design mode in Word and add placeholders for all the dynamic content we will populate from the Flow.

Invoiced hours are shown in the table (work order, working day, working hours, description and employee).

The total amount of hours shown before hour report.

We start with plain Word document having company header and footer in place.

Every Account has 0-n WorkOrder having 0-n HourEntriesīut first we have to build template for the invoice.

Data modelĪll the data is stored on Common Data Service (with hour tracking Power App) and entities related to invoicing looks like this (simplified version). The attachment includes information about the hours we have spent with customer’s projects. Once a month and using our own heavily branded invoice template. We like to automatically generate invoice attachments for our customers. Let’s go through how to utilize this cool connector in practise.

It makes possible to generate nice-looking documents with dynamic content. Microsoft Word Online (Business) connector is the hidden gem in the Power Platform.

Word online invoice template