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Creating Invoices from Airtable

airtable Apr 03, 2023

One of the most popular business use cases for no-code tools is invoicing. Being able to track all of your finances for a small to medium business and have that all in one place is incredibly valuable. So if you need help getting your invoices set up in Airtable then this is for you!

In this video, I'll show you how to build an invoice system that collects line item tasks, calculate costs, and pulls out the one email you need to invoice all through Airtable.  I'll show you how to link data between tables to pull up the specific information you need. You'll also see what formulas you need to calculate the cost of these services. 

In this video, you'll learn about:

  • Building a database from scratch

  • The general structure of invoices databases

  • Sending an invoice to one person on the team

  • Building invoice tables

  • Pulling up a specific email to send an invoice to
  • Linking Line items 

  • Calculating Costs of Line items 

If you found this helpful and want to give it a try yourself, please use our links below! 👇

Plus, when you're ready to start automating in no-code, be sure to grab our free training here! 👇

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