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Airtable Apps

PDF Invoice Generator

A tool for quickly auto-generating professional PDF invoices from your Airtable data.
$ 35.00 
Free

Description

Generate PDF Invoices, a how-to-guide

A tool for quickly auto- generating professional PDF invoices. This app requires an account with Airtable and CraftmyPDF.com to use the service. The app uses data in your Airtable to create invoices, you can also import CSV files into Airtable then export them as PDFs. Allowing you to create customer and proforma invoices, delivering them via email with the option of sending in many languages.

Features:

  • Create PDF invoice templates using fields from any table or spreadsheet in Airtable
  • Import CSV files into Airtable then export them as PDF
  • Generate invoices from tables that have been exported to CSV files
  • Save time by automatically filling out common information like name, address, phone number
  • Generate a PDF professional invoice with Line item descriptions, services, quantity & prices
  • Easily add custom text, including your payment details
  • Include tax codes based on your state and your customer location
  • Add notes so you can easily reference them later
  • Customize your invoice template colors and your custom branding

What problem is it solving

Having to manually draft an invoice for a customer, print as a PDF, then find the file and email it to the recipient. This Invoice generator is perfect for saving you time and money while creating beautiful invoices for your customer.

This provides all the essential elements of an invoice including email address and payment terms, in an easy, time saving product/app.

How to use

You can generate up to 80 PDF files per month using this service for free, or pay to generate more.

It's a simple app that saves time and keeps your payments flowing, to get started follow these steps.

  1. Customize the invoice template
  2. Add your API Key from CraftmyPDF.com
  3. Configure the Airtable app fields
  4. Generate invoice from your Airtable base

Supported platforms:

Access the Airtable base via the web interface

Required software platforms:

Airtable, CraftmyPDF.com

Best suited for:

Law Firm, VC Firm, Startup - Tech/B2B, Startup - B2C, Media company, Manufacturing, Institution/ Public service, Influencer / Talent Agency, Advertising/Creative Agency, E-commerce & fulfillment

Replaces existing software:

Quickbooks, Xero, Freshbooks, Excel Spreadsheet, Google Docs, PandaDocs

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.

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