Here are the steps:
Log in to your Hubler app through Web login and navigate to app studio.
Click on the button you want to add the Invoice Generation in and in the rules list click on the Gear Icon next to the rule you want to add it to.
Add Generate Document Action. You can create various types of documents on Hubbler using our Generate Document Action(feature). These documents can be in form of a PDF, Excel, or a word document.
Configure the Document based on your requirements. You can also upload a template of the document onto the hubbler system.
Add a send email action inside this rule and click on the gear icon to configure the mail.
In Attachments you can add the document you are generating in the application. Then add the copy and all the relevant information and click save.
If we did, no worries! We are here to help. You can always speak with our customer support team. Or you can just visit our FAQs for some quick answers.