UiPath Training

Use Case

1. Join Order, Customer and Items sheet from the attached excel and create a datatable. (Datatable must contain 6073 rows) - Download Excel

1. Take Unique Customer IDs
2. Loop the Unique Customer IDs one by one and Filter the Joined Datatable based on the Customer ID
3. Go to https://app.freeinvoicebuilder.com/#build 
4. Use the PNG file below as Logo Download Logo
5. Fill From Section from Company Sheet

1. Fill To Section from the Joined DataTable
2. Increment Invoice Number one by one
3. Add all the items for customer, 
4. If Tax is 0.00 from Joined Data Table then select NonTaxable. 

1. If tax has any value then choose Tax as Tax Name and enter the value in Tax section
2. Capture the total amount and invoice number
3. Click Download
4. Get the latest file from the downloads folder to know the path of Invoice PDF
5. Copy the PDF to Invoices Folder in your computer
6. Add all the details in the Invoice Sheet
7. When all invoices are done, zip all invoices and send email as attachment along with the report