You can use our Invoice Generator automation to create professional PDF invoices from your Airtable records. Here's how:
Optional: Upload a Logo to display in the top-left corner.
Optional: Enter Company Details (name, address, phone, etc.) for the 'From' section.
Optional: Enter a Document Title, such as INVOICE, RECEIPT, QUOTE, or ORDER. The default is INVOICE.
Optional: Enter a Document Number Label, such as 'Invoice #', 'Receipt #', or 'Quote #'. The default is 'Invoice #'. This will prefix the Invoice Number field (see step 6).
Optional: Select the Client Details Field for the 'Bill To' section.
Optional: Select the Invoice Number Field containing the document number.
Optional: Select the Date Field.
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.
Select the Line Item Price Field — a numeric field (typically a lookup) containing the price for each line item.
Select the Line Item Quantity Field — a numeric field (typically a lookup) containing the quantity for each line item.
Optional: Select the Total Amount Field — a field containing the invoice total. If left empty, the total is automatically calculated from the line items.
Choose Thousands and decimal separators to match the style used in your region.
Turn Show thousands separator on or off. The currency symbol and decimal precision come from the selected Airtable fields.
Select the Invoice PDF Output Field — an attachment field where the generated PDF invoices will be saved.
Optional: Enable the Error Message Field to log errors for records that fail to process.