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Free Templates

Invoicing system template

Lightweight accounting template that allows you to manage inventory, invoices and vendors
$ 0.00 
Free

Description

What problem does it solve?

If you're managing your invoicing on excel and it's getting out of control.

What does it do?

This template allows you to:

  1. Calculate live inventory based on purchase and sales orders
  2. Calculate live profit levels
  3. Confirm orders via email
  4. Store client and vendor information

How to use

Getting started:

  1. Import Inventory
  2. Enter Clients and Vendor information in Contacts

Generating Orders:

  1. Create new order record
  2. Add contact to order
  3. Add list of inventory
  4. Checkbox to generate line-items
  5. Populate qualities & prices in Line-items table
  6. Confirm order in order table

Supported platforms:

Access the Airtable base via the web interface

Required software platforms:

Airtable

Best suited for:

Startup - B2C, Startup - Tech/B2B, Manufacturing, Institution/ Public service, E-commerce & fulfillment

Replaces existing software:

Quickbooks, Freshbooks, Xero, Excel Spreadsheet

Workflow diagram

FAQ

What is a template?

Airtable is a powerful tool that can help you organize and manage your work.

However, setting up Airtable can be time-consuming, and it can be difficult to know where to start. That's why we've created a selection of Airtable templates that are ready to download.

Our templates cover a range of different applications. And best of all, some are free to download and use. So if you're looking for a way to streamline your workflows, be sure to check out our Airtable templates.

Is it possible to try a template before you buy?

Our templates offer a range of different options in varying levels of detail and specificity.

Some users may find that their needs match well with one of the default templates provided by Airtable, while others may discover that an existing template does not quite meet their requirements.

Ultimately, whether or not it is possible to trial an Airtable template depends on a number of different factors, including the complexity and scope of your database project as well as your level of comfort with coding and data management.

Which means of payment do you accept?

Payment is accepted via Visa, Mastercard, Amex. We only accept online payments. All payments are non-refundable.

I have more questions. Where can I find answers?

We'd love to help. You can contact us by filling out this form.

Do more, with less, with Ace.

Find out about our workflow design process
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Fast: Average project time 2 weeks
Support: Free support & training
Bonus: New clients get $400k+ of free Saas software