Looking to generate an invoice from information entered into the app

[cainsworth12]

Not sure if I posted this correctly. I am brand new to Appsheet.

Can anyone point me in the right direction to have the app generate an invoice and email it to the customer once the information is entered?

Thank you

[LeventK]

@cainsworth12
May I advise start reading from here?

help.appsheet.com

BEHAVIOR | AppSheet Help Center

How to modify the behavior of your apps and integrate with other services.

help.appsheet.com

Workflow and Reports: The Essentials

Define automated app behaviors with Workflow and Reports.

help.appsheet.com

Workflow

Send Email, SMS or Notifications on Add, Update, or Delete.

help.appsheet.com

Sending Email from a Workflow Rule or Scheduled Report

A Workflow Rule can send email when data changes. A Scheduled Report can send email on a schedule you specify.

[cainsworth12]

Thank you!

[LeventK]

You’re welcome

[Tina_Darbyshire]

Thank you!! I’m sorry, not sure how I missed your reply but I’m glad I see it now as this has been on my todo list and I had problems finding what I was looking for in the forum.

[Mike_A]

After you read a bit, you can also take a look at example apps like the one below from @kendricklu . This can help you get a feel how to accomplish what you are looking for.

Digitizing Shipping Documents with Google Docs Tips & Tricks 💡

AppSheet Workflows can be used to automatically send notifications, change data, or generate documents. Below is an example of Workflows in action. If you’re in the shipping industry, your company probably has a lot of papers and forms flying around. Aside from being costly and wasteful, it can also be difficult to keep track of all these different documents. So, we’ve created three commonly-used form templates that you can use to digitize these processes: a Shipping Invoice, a Delivery Receip…