How to generate Invoices

You can use our Invoice Generator automation to create professional PDF invoices from your Airtable records. Here's how:

1. Optional: Upload a Logo image to display in the top-left corner of every invoice.

2. Optional: Enter your Company Details (name, address, phone, etc.) to display in the "From" section of every invoice.

3. Optional: Select the Client Details Field — a text field containing the client/billing information to display in the "Bill To" section.

4. Optional: Select the Invoice Number Field — the field containing the invoice number for each record.

5. Optional: Select the Date Field — the field containing the invoice date for each record.

6. Select the Line Items Linked Field — a linked-record field connecting to the table containing your invoice line items. Each linked record becomes a row in the invoice.

7. Select the Line Item Price Field — a numeric field (typically a lookup) containing the price for each line item.

8. Select the Line Item Quantity Field — a numeric field (typically a lookup) containing the quantity for each line item.

9. Optional: Select the Total Amount Field — a field containing the invoice total. If left empty, the total is automatically calculated from the line items.

10. Select the Invoice PDF Output Field — an attachment field where the generated PDF invoices will be saved.

11. Optional: Enable the Error Message Field to log errors for records that fail to process.

12. Set the processing behavior.

13. Run the automation.