Is there a way for me to automate the invoicing process in WebForms?

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I spend a lot of time performing the same tasks in WebForms when processing my invoices. Is there a way for me to speed things up?
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Posted 7 years ago

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Jessica McDouall

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The Auto-complete function is a WebForms product enhancement that automates document processing. It pulls information present from the source document, in conjunction with the information that has placed within defaults, to fill out your form automatically. Once a document has been created via Auto-complete, a draft of the document will be saved. This will allow you to enter any unique information to the corresponding document prior to sending to your trading partner.

Check out this video for a quick tutorial!