Automate Standardize Multi-Line Invoice Billing
By Opalus PMO Partners LLC
Upgrade your billing workflow with Smartsheet and Opalus PMO Partners—faster, smarter, and standardized. Streamline your multi-line invoice billing system to reduce errors, minimize touchpoints, and ensure consistency. With Data Shuttle, automation, and Dynamic View, users can load data, prepare invoices, and generate documents with customized headers—all while improving accuracy and accelerating processing.
Contact Opalus PMO Partners LLC
Replace cumbersome, error-prone Excel invoicing with a streamlined Smartsheet system for billing major partners.
Streamline Your Billing Process with Smartsheet’s Multi-Line Invoice Solution Say goodbye to error-prone Excel invoicing and hello to a smarter, more efficient way to manage billing. Smartsheet now offers a comprehensive, standardized multi-line invoice solution designed to reduce errors, minimize manual touchpoints, and ensure consistency across your organization. Key Features: Effortless Data Loading Quickly import raw billing data using Data Shuttle, eliminating manual entry and reducing risk of errors. Automated Warehousing Data is automatically routed to each vendor’s dedicated Warehouse Sheet, where billers use Dynamic View to prepare invoice data—supporting up to 20 line items per invoice. Seamless Invoice Generation With a single checkbox, billers trigger the Document Generator automation, transforming warehouse data into a polished invoice. Each invoice includes: Up to 20 detailed line items Company and vendor information Contact details for inquiries Custom headers powered by column formulas
Easily load raw data using Data Shuttle
Data Load file uses automation to move the rows into each Vendor's Warehouse to prepare for billing. Biller will use Dynamic View to prepare the invoice data.
Warehouse Sheet uses automation to move the 20 rows to the invoice sheet. Biller will use Dynamic View to check the box initiating the Document Generator automation. The invoice will include up to 20 rows of line items along with company information, vendor information, contact information for questions and customized invoice headers accomplished by using column formulas.