![]() ![]() Now, let’s also generate a PDF file of the new invoice and add the file to your Airtable base. This setting saves the Google Doc URL of the newly created Invoice in your Airtable base – create a URL field in your table in Airtable if you don’t have one) Merged Output URL Storage Field > Google Doc – Invoice URL ( this is a URL field in Airtable. Each placeholder is a field name in Airtable with curly brackets around the name, like The template contains placeholders for your data. This template will be used as a layout for any future invoice. Free design in eye-catching colors, convenient field layout, and the ability to customize for each order using Google Docs will help you achieve the desired result. Using our Sales invoice template in Google Docs, you can automate the process. Even small things like this can make an impact on your potential customers, so our Minimal Style Invoice template is the best choice. Once you’ve added all your information, let’s set up our Invoice template in Google Docs.Ĭreate the Invoice Template in Google Docs All you need to do is fill in the fields in the Invoices table and the Order Line Items table with the specific information about your customer and the sale. This base contains tables to track your Company clients, Contacts, Invoices, Deals, Invoice Line Items, Sales Reps, Deliverables, Services, Interactions, and Documents. ![]() We’ve already made it easy for you and created a Customer and Sales Base template in Airtable. This is possible by storing your customer data and invoice details in Airtable and sending the information to Google Docs. Easily retrieve client account information and status through your generated invoices. ![]() Keep track of your finances with a professional paper trail by using invoice templates when you need to get paid. XLS, etc.) and you can easily choose the format that you work best with. It’s quicker, easier, and less error-prone to create a single Invoice template in Google Drive and then automate your invoice creation with On2Air Docs by clicking a button. Invoice templates come in many formats (.DOC. If you have many customers or multiple projects, creating an invoice for each one manually can consume a lot of time. Automatically Generate Invoices from Airtable with On2Air Docs and Google Docs ![]()
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