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Hello, I am trying to create this workflow:

 

Have FreshBooks generate an invoice based on bookings made in Acuity Scheduling, however the challenge is that I do not want the invoice to be generated per booking, but rather a single invoice at the end of the month based on the client’s collective bookings for that particular month. 

 

How do I go on about doing that? 

 

Thank you!

Hi @Farah K 

You would have to configure a system of automations to:

  • Log the clients
  • Log the bookings
  • Run on a schedule to find each of the clients
  • Find all the bookings per client for the time period
  • Generate an invoice based on the derived data

Hello Troy! Thank you for your response. But I have zero experience and knowledge  in IT technicals and developing 😅😅..

 

Could you break it down to me in detail 🙈

@Farah K 

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