Hi,
I need to map Excel to invoice fields to automate invoice creation. Right now, we spend hours manually creating invoices using information from EOBs. But I can export EOB claims information. I am hoping to create a program that uses an Excel file to generate and send invoices to clients, automatically filling in all fields. I’m wondering if anyone has made one that I could simply tweak for my needs? I’m new to this, so I apologize. I just don’t want to spend time creating something only to find out it won’t work… ChatGPT has promised to help, lol. Any advice would be greatly appreciated!
Thank you,
Ashley