Build an invoice generator with the Airtable interface designer

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Dan Leeman

Dan Leeman

Күн бұрын

Пікірлер: 12
@christiangogol6658
@christiangogol6658 10 ай бұрын
Instead of the "Spacer" field, use a blank "All Elements --> Text" element. That'll add the same spacing in the Interface without requiring an unnecessary field in the data layer.
@Londya
@Londya 5 ай бұрын
Been trying to figure out how to do line breaks in formulas for forever. Thank you for this! I also appreciate the interface design workarounds - super helpful as I am big on aesthetics as well :)
@cottagekeeper
@cottagekeeper 8 ай бұрын
Thanks for taking the time to make this tutorial, I was no aware that interface could do this. Disappointing there is no way within Airtable to save a PDF - if they did create a way to make a PDF our use case would be for contracts which are multiple pages.
@TheRemyRomano
@TheRemyRomano 4 ай бұрын
Cool. I didn’t know about somehow. I would just use a text element as the spacer. You can stretch it across as far as you want and leave it blank.
@NicolasBarakat-x4o
@NicolasBarakat-x4o 2 ай бұрын
Hi Dan, when I build the interface and add the list view of my invoice lines, the new record button says "Add invoice" instead of "Add product" like on yours, what did I do wrong?
@DanielVILLENEUVE-pk9sk
@DanielVILLENEUVE-pk9sk 3 ай бұрын
Hello, what if i need to upgrade the prices in my future invoices. How can I do it without affecting the past invoices ?
@danleeman
@danleeman 3 ай бұрын
You could use an automation to copy the data from the current price of the product to the unique line item itself. If you want to track not just historic invoices but also historic product prices, you could use a related table to products called historical pricing so you could have past data.
@雄飞
@雄飞 10 ай бұрын
After invoice make, How to save to PDF by auto ?
@lisadennis5794
@lisadennis5794 5 ай бұрын
When you say "send it to Quickbooks or Xero," how do you do that? I am a Xero user and have Xero project, but don't know how to get the data from Airtable in there.
@danleeman
@danleeman 5 ай бұрын
Usually a Make.com integration
@kryptodad
@kryptodad 6 ай бұрын
awesome airtable p*o*r*n :) one question though: how did you manage to create a formula that counts the invoice # up whenever a new record (invoice) is created? this is a major headache for me atm.
@danleeman
@danleeman 6 ай бұрын
I set up an auto number field, and then in the primary field with a formula I concatenated AH- and added 1000 + the auto number field
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