8/3/2023 0 Comments Create invoice google sheets![]() ![]() 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. Using our Sales invoice template in Google Docs, you can automate the process. 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. 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. ![]() 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
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |