Fewer steps, freer employees: Using RPA to create invoices in SAP

Our solution: Automating invoice creation increases team satisfaction

To facilitate our client’s goals for a more efficient invoicing process, we implemented a digital workforce that integrates with SAP. Built using UiPath’s RPA technology, the robot handles many of the steps that had been burdening the team – leaving more human time and energy to dedicate to other areas. 

The process starts when an employee submits an Excel template to the robot with the required data to create the invoice (client name, client code, activities to be invoiced, invoice amount and tax type). The robot then performs the following tasks:

• Daily check for new invoice requests
• Processing the invoice in SAP, creating a new unique invoice number
• Completing the invoice template in Word and exporting to PDF
• Sending the invoice to the client through email

Now that a digital workforce handles the creation of invoices, the process is nearly free of human interference. Our robot automates 95% of the process, thereby saving the company over 750 hours on a yearly basis. Thanks to their new RPA solution, our client enjoys faster processing times, lower costs, reduced errors, and more satisfied employees who are set up for success every day.