Build an invoice generator with the Airtable interface designer

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  • Опубликовано: 28 дек 2024

Комментарии • 12

  • @christiangogol6658
    @christiangogol6658 Год назад +4

    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.

  • @cottagekeeper
    @cottagekeeper 11 месяцев назад +2

    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.

  • @Londya
    @Londya 9 месяцев назад

    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 :)

  • @DanielVILLENEUVE-pk9sk
    @DanielVILLENEUVE-pk9sk 6 месяцев назад +1

    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  6 месяцев назад

      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.

  • @TheRemyRomano
    @TheRemyRomano 7 месяцев назад

    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.

  • @雄飞
    @雄飞 Год назад

    After invoice make, How to save to PDF by auto ?

  • @NicolasBarakat-x4o
    @NicolasBarakat-x4o 5 месяцев назад

    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?

  • @lisadennis5794
    @lisadennis5794 9 месяцев назад

    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  9 месяцев назад

      Usually a Make.com integration

  • @kryptodad
    @kryptodad 10 месяцев назад +1

    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  10 месяцев назад

      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