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How to use Page Designer in Airtable to produce Invoices

airtable Apr 10, 2023

In a previous video, we learned how easy it is to create an invoice database schema in Airtable. Now building the invoice can be so much easier with Airtable's Page Designer! With just a few clicks, you can now create professional-looking invoices that pull all the data you need without you going searching for it.

In this video, I'll show you how to build an Invoice PDF inside of Airtable so you can easily replicate this for all clients to save you time! You'll see how to access the page builder and understand what information can be applied here. I'll also go over the difference between static and field elements, and how to utilize dynamic data within static elements.

In this video you'll learn:

  • Accessing the Page Builder in Airtable 
  • Assigning Tables to Page Builder
  • Viewing the Static and Field elements
  • Customizing Line item data
  • Adding the total
  • Using static widgets with dynamic elements
  • Tracking invoice payment dates
  • Once you’re done building
  • Testing the full invoice system

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

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