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Quickly and easily automate your invoices with Google Sheets and Portant. In this video you’ll learn how you can automatically create pdf invoices from Google Sheets (and automatically email them if you want). Why does it matter? Studies show small and medium sized businesses waste 567 hours per year on admin tasks. If you're not automating your processes to optimise your business workflows, you're missing out on potential efficiency gains.

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Here’s how to use Portant to automate your invoice process:

00:00 Intro (Why automate invoicing?)
00:39 What is Portant
01:01 How to install and start Portant
01:07 How to create a new workflow
01:43 How to customize your invoice
02:10 How to group some rows into one document
02:50 How to customize the file settings
03:09 How to run the automation
03:39 How to automatically share your invoices via email





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https://www.portant.co/


Portant is a simple online document automation platform, perfect for optimising your business's workflows. You can use Portant to automate invoices, legal contracts, sales presentations, graduation certificates, employee letters and a whole lot more.


Thanks for watching
James & Portant.co



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