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Airtable invoice for Marketing

[Music] in this video we're going to look at using airtable's page designer app to auto generate our invoices for us so let's click over into apps here in the top right corner and we're going to add an app and we can search for apps by error table and then the page designer is just right here on the right so we'll add great so our settings here by default it's recognized that we're connecting to our invoices table which we will keep as our default setting here our letter size is eight and a half by eleven which is totally fine so regular kind of standard north american paper sheet and we're going to be in that portrait mode so we can see that it's automatically pulled in our invoice id field we're actually just going to delete this and it's just going to start from scratch so we can see on our page designer here we have a grid view and this is effectively our full page you know eight and a half by eleven sheet that we're going to auto generate for each of our invoices so this is going to be effectively our template and then as we add new invoices new clients new projects your invoice will automatically be generated for you which is pretty cool so we're going to click text under static elements here and that's going to give us a text box and in the content this is where we want to reference our invoice number so we're going to enter into the content box invoice number and then we're going to pull in the field so our field name is invoice number so you can see there it dynamically updated to be number one here so that looks good we're just going to change the font size here make it a little bit bigger and a bit more weight and we'll just drag this out so we have everything there so we have our invoice number and we'll pop this into the top corner great so let's add the client logo below that so we can actually just get fields from our table here so if we click the logo field then we have our client logo we can just drag it on over and kind of snap it to that grid perfect and next we'll add a bit of our info for our dates so to the right we're going to add our date fields and we're going to add just text so this is going to be our invoice date with a colon and we will add another text field for our invoice due date great and now we can actually just add those dates just by clicking into that field there so we have our invoice date right here and again we can just click to select fields from our table and our invoice due date perfect so we have all of those dates available to us now on our invoice and we're just going to make this a little bit more bold so it can stand out perfect so we have our invoice number our client logo our due dates and now let's add some client information so we're going to click the client field here and that's added in our client and the client name what we'll want to do is just scroll down here to our table columns and we're going to add instead of the client name we're going to add in our bill 2 and bill frum and we'll remove just the client there and we can expand this table and we'll just line it up great so i'll just keep that element highlighted and we'll actually just duplicate it and this time we're going to add our billing contact info and get rid of the bill from in bill 2. so we'll go with billing contact and our billing email and get rid of the bill 2 and the bill from and now we can have our billing contact info right there as well great and we're going to do this one more time so i'll duplicate it one more time just for our payment information and again we'll get rid of the contact and the email and so we have our payment info and we can just slide this down to the kind of bottom left corner of our sheet here perfect great so we have all of our client info there we have our payment info in there as well so let's now place our last table which is going to be all of the tasks and the invoice amount as well so we're going to go with tasks and we'll drag it over and now in our table columns we're going to add in our we have our task already there let's add in our billable hours our hourly rate and our invoice amount and we can just drag this out perfect i'll just make it full width awesome so we have now our client info our tasks are all laid out there for our client and we just want to now have our total amount as well so we'll do we'll click out and add a static element for text make this a little bit bigger and this is going to be our total amount due and that's just going to pull in from our invoice total field oops so we can see there it's now 4 650 which has added up all those invoice amounts and we'll just make this a little bit bigger a little bit more bold and we'll have it all fit on one line great so now we can see our invoice has our auto generated auto incremented invoice number our invoice date and due date our bill to and bill from from our clients table the client billing contact as well as all the tasks the billable hours the hourly rate invoice amount and that total amount due so that looks great great and if we click our play button here or present we can see what our invoice will look like and what we can see now is we have a second client we have a client that we created our fit with friends client and if we click in to see that second client we can see that that invoice is auto-generated for them too for jane quick we didn't have a logo for them so that's not showing up here and we only had that market research task completed so let's escape out of here and we're gonna go to done editing for fit with friends so if we go to tasks now instead let's add another task so let's do our initial proposal so if we do an initial proposal for fit with friends specifically and this is our no code app so make sure i didn't miss anything on the front end there so we have our initial proposal our no code app our time estimate is maybe just another day maybe this took a little bit less time four hours we have our hourly rate and our invoice amount is here and we're going to add this to this same invoice number two you want to add that to it and look here now we've we can see that that initial proposal has been added right to our invoice four hours at 150 per hour and that's increased our total amount so you can see that it updates live every invoice is essentially a template and as you update your tasks your clients your design projects that invoice will be automatically updated as well if you select that same invoice now we could also create a new invoice for that client and just add it as invoice number three and again that template will still be there and that task will just be added to that next invoice so if we go to our present view we can see now that we have our fit with friends invoice we have that initial proposal added and if we head back to our first invoice for our engineering u nothing has changed there and that is good to go as well and so from here if we wanted to for instance save or print our invoices we could just click the print icon and we'll just click print and here's where you can save your invoice as a pdf to either send to your client or to keep for your own records so instead of going to a destination we can click the save pdf button here and then we'll be able to save it as a pdf locally and be able to send it or keep it for ourselves so that's how we can save our invoice just by clicking that print icon saving as a pdf for your records and to send along to your client and if you really want to supercharge this you could use one of the automations airtable automations such as the gmail automation to send the invoice to your client once it's ready once it's triggered by maybe adding another button to the tasks or the invoices table so that once that task is added or that invoice is completed the invoice can automatically be sent over to your client but we'll save that for another time congratulations on supercharging your invoicing with airtable we can't wait to 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