Automated Billing & Invoicing in Monday com Tutorial

Interested in my services?

[PierreGiffinger]

Hey guys,
how do you get the second action - get an item.
I can't get to the impulse ID part or don't know what to choose actually.

Thank the community and thank Gideon for the amazing video - will save us a lot of time.

[strately]

Finally made it!!! Now it would be nice to know how this invoice can be automatically send to the customer with a customized text, signature and pdf attached.

[MosheEhrentreu-ek]

Hi Gideon. Great video! is it possible to attach images to the invoice using this method, i have a file column on my Monday board with pictures of the jobs attached and would like to add those images to the invoice/job sheet. Additionally, if it is possible, can the notes/images be pulled from the 'comments section' of the job on the Monday board rather than having a whole new column as the comments section is a lot more intuitive for adding notes and images etc.

[mantasruzgys]

Thank you for the video. Can you tell what you select on the interator and get item after it? I don't quite get it and you skip that part in the video.

[XavierEnterprise-blwn]

Nice video, i got the first part of the video but i got stuck in the part where you were setting up the automation

[alitswq]

Thanks, Gideon, It's a good idea but there are much easier ways to do so. I believe your approach is a bit too complicated and error-prone. It is not easy to troubleshoot or have audit trails.

[virtuall]

Everything is working properly. I just wanted to ask—I’ve defined many rows in my Google Docs table. How can I make it so that only the filled rows are visible, and all the empty ones are completely hidden?

[krisztianfejes]

Hi Gideon,

Thanks for the video super helpful. Can you tell what you select on the interator and get item after it? Since the screenshot is not available anymore

[BrendonOSullivanS]

Great video Gideon, have you thought about how this would work with Quicken/Xero? Thanks!

[clhgrl]

Im having trouble with get subitems.... i dont get the numbers on the array either, i have 6 possible line items.

[slifer]

How is the "get sub items" module configured? I have it calling the linkedpulseID from the integrator and it just returns the very first subitem after a single operation instead of doing it for each in the array.

[yahiaelshaer]

Hi bro thanks for the great video but the link for the missing part is broken please provide the missing part for the subitem capture thanks

[asdasdMr]

great tutorial! thanks.
how can i handle unknown number of sub items? i mean instead of defining in the doc template 3 row i need to be able to adjust the number of rows dynamically. do you have any suggestions?

[fyizdp]

So i am trying to do this same process but once a form is filled out and the main table in monday is populated. Is it possible to use a conditional "if" or "if not" statement in the sequence? For example some of the cells in the main table will be left blank from time to time and I don't want to include the blank answers in the response. Can I trigger the sequence to exclude the blank answers if they are pulled?

[joana]

Hi! Can you tell me what you selected in Get an Item for Subitems? Thank youuu!

[casimoran]

Hi Gideon, is it possible to create multiple lines using the QBO integration? and if so, how would you go about it?

[markpollock]

Hi Mate, great video so far, im up to the point where you link your google drive, i use onedrive not good. and i cant get it to link to my invoice template. i can get it to look at the folder that contains the template but thats as far as i can get. any tips?

[cristianbadillo]

do you have any kind of service to set this automatization to my Monday board?

[PierreGiffinger]

And Gideon: other Question, usually we have also a Layer above the costs for grouping them in conception, content, project management etc.
Is there a way to integrate these?
Because in your demo the subtasks are the positions of the offer, but we would need one additional layer.

[virtuall]

Hi Gidon,

Thank you very much,
I watched the tutorial many timest, and i did all the steps, and i still have a problem.
I build a quote workspace in monday, and i made an integration that a new item created it will makes automatically 9 subitems.
In the got subitems in Make, I'm getting 9 subitems but all of them are the same name as the first subitem and the same id, there is something i did wrong ?

Thank a lot