Unlock Your Potential with the Best Invoice PDF Maker for it

Invoice pdf maker for IT

in this video I'm going to show you how to create a simple PDF and also a more complex PDF of an invoice using Python and to do this we're going to use a library called PDF kit and ginger 2. so let's get started all right to start with this tutorial we need to two libraries so we open the terminal and we write the following pip and the first thing we're going to is Ninja 2 so we write Ginger two then we press enter and we this library and then we have to PDF kit so we write pip PDF kit okay once you have these two libraries we need to make one extra installation and to do this we have to go to the documentation of of this PDF kit library and here we need to WK HTML to PDF and well the steps are different uh based on your OS so in my case I have Mac OS so I need to this with brew and I'm going to copy this but in case during Linux you have to copy this uh this command and in case during Windows what you have to do is download the file I'm gonna leave on the description and well with that will be enough but since I'm on a Mac I'm going to open up the terminal and paste this command and once you have this you have to press enter to this WK HTML to PDF and notice that that you have you need to have Brew installed on your computer before running this command so you can go to the official website of Brew to this on your Mac all right now once you have this WK HTML to PDF we can start with this tutorial so we need to import these two libraries so first import Ginger 2 and then import PDF kit so now what we need to do to create a PDF using python is use a HTML template so to easily create a PDF we use an HTML template and here on the left I have something called an HTML editor and I and I have here a basic template so I have a template of a contract that I created myself and it's this one so I wrote this uh this on my own and as you can see it's a basic contract that says I'm signing this contract and my house has the following items and as you can see here there are some elements that are inside curly braided for example my name the items and the date and these are the values that we're going to change using Python and well this uh the purpose of this HTML online website is to generate this HTML file that you see here on the right so after writing this uh this text on the left we get this HTML on the right so this is what we need to create a PDF using python so in this case I'm just going to copy this one and to show you how this one works I'm going to delete this actually I'm going to copy this I'm going to delete and just to show you how this works I'm going to write hello world so this simple hello world on the left uh gets this hello world inside this P tag which is HTML it's an HTML tag well you can create your own template writing anything here on the left but in this case I have this contract that I already created and well I'm going to copy the HTML on the right and I'm going to create an HTML file here on pycharm so I'm gonna create a new file and I'm gonna name it my basic template now that I have this uh this file I'm going to close this one and now I'm going to paste what I copied before and the first thing we're going to do is create a variable for each value that is inside curly braces in the HTML document so first I'm going to create for example a variable for my underscore name so here in Python it's a pi file I write my underscore name and this is my first variable and I'm going to write my name and we're gonna do this one by one so then for items for each item and then for that date and to make this video fast I'm gonna copy what they had before and this is the three items TV couch and uh washing machine and then to get today's date we're gonna use a library called daytime so actually this is a module so I write from daytime import date time so with this we can get today's date so I'm going to write date time and use the today method so I write today and now to get the date in the format I want I'm gonna use the method Str F time so I use this one and now I write the format I want in this case I want day so I write percentage D then B which is uh the month and then uh the year so I write percentage Y and with this we get a format which is day month and final year so now that we have the date we have to create an dictionary so we write context this is the name of my dictionary and then we have to create a key and a value so for example for the first one it's going to be my name which is the same value that we have here this has to be exactly the same and then I'm going to write a value in this case the value is the variable that we created here in Python so my name equal to my name This one belongs to the variable here in Python and the key is the value inside curly braces all right now I'm going to do the same for the rest of the variables that we have here all right I completed the dictionary and well you can create this on your own this is very simple okay after we created the dictionary we need to create an environment for the template that we have here in HTML and to do that we use ginger so I write Ginger 2 and then we use the environment method so now we indicate that loader parameter and here I'm gonna indicate where's this HTML document this template we have here so to do that I'm going to use again Ginger 2 to create another variable so I write Ginger 2 and in this case I'm going to use the file system loader and indicate that is in this uh the directory where this HTML template is so I'm gonna use this which indicates the current working directory actually is the folder that contains this HTML template so this uh this dot with the slash indicates the folder where the HTML template is located and I'm going to name this as template loader and this is gonna be the element that is going to be equal to the loader parameter so with this everything is ready now we need to name this environment so I'm going to name it template underscore EnV all right then we have to use this template underscore EnV and get the template so we use the get underscore template method and then we have to indicate the name of this uh HTML template so in this case is my hyphen basic hyphen template.html so this is simply the name of the template and then we have to render the dictionary that we have here so we have here a dictionary and we have to render the values and put it inside the HTML template so to do that we use the render method and I'm gonna first create a value for this get template that we did here so I'm going to name it template and then I'm going to render the values inside the dictionary so that render and inside parenthesis we write context with which is the name of my dictionary and this is going to be basically a text the output we get from this is going to be a text so I'm going to name this as output underscore text and with that we have almost everything done we have the output text and this is going to be basically the content of our PDF so to finish this we have to make some configurations to export this PDF successfully so to do that I'm going to use the PDF kit library and then use the configuration method and here we have to indicate in which place is the W key HTML to PDF that we installed previously so here I'm going to use uh this WK HTML to PDF and set it equal to and here we have to write the path if you're on a Mac you only have to open up the terminal and then write the following so we have to write which and then just copy this name which is a bit long and press enter so I'm going to press enter and this is going to be the path that we have to copy and paste it uh here that's it and if you're on a on Linux probably you have to use the same command but if you're on Windows what you have to do is write instead of which were probably that's going to work in case it doesn't work I'm going to write uh the path on the description so you can copy and paste it so once you have the this path what we have to do is name this as a config in my case you can name it as you want but I'm going to name it as config and finally to create this PDF we use the PDF kit Library again and we're going to use a method called from string because as you might remember this is text this is the string that we got and we're going to use this to create our PDF so this is the the body or actually the content of our PDF so now we have to indicate that the name of this PDF how it's going to be saved and I'm going to name it as PDF underscore generated that PDF so with this extension so this is the name of my PDF and finally we indicate that configuration parameter and set it equal to config and that's pretty much it so now what we have to do is run this script and test this out so I'm going to run this and see the results so now I right click and run this script and I'm going here on the left and I'm going to open the PDF that we generated which is this one PDF underscore generated and this is the basic PDF that we created so here we have my name instead of the placeholders that we had before then we have the three items and then we have today's date so awesome now one thing that we can do is modify the the font size that we have here because this looks very very very small uh we can do this using CSS so CSS gives the style of this HTML document and to do that we can simply create a CSS file so we go here and we create any file so I'm going to create a file called my hyphen style and Dot CSS so with this we have this CSS and what we have to do is just modify the font size of the paragraph and the lists because as you might remember here uh we only need to modify the paragraph which is this and the list which is this uh list with numbers so here what we have to do is write P for the paragraph and then curly braces then we indicate font size because this is what we want to modify and then we write the number 24 because that's uh that's bigger than that default size and then this column and then to modify the list we have to write here instead of p l i so this p and this Li are elements in HTML and with this we can modify both our elements so now we can run this again but before we run this script we need to add a parameter in this from underscore restring method and the final parameter is going to be CSS and here we have to write the name of our CS SS file in this case my underscore style so I write my underscore style that's CSS and with this we can run this script so we're indicating that the CSS file is this file that we have here and well now we can run this so I right click and run this script now I go to the left and I open this and as you can see the paragraph and the list looks bigger now so it looks much better now so with this we learn how to create a simple PDF using python all right so far we learned how to create a simple PDF using python but now what if we want to create a more complex PDF so on PDF with more elements like this one so here we have a PDF that has a looks much better than the previous PDF we created and well has multiple elements and well it has a different format too so now to create this kind of PDF we can also use Python but to avoid making all of the process very difficult we need to use an HTML template in this case we're not going to create this HTML template on our own but we're going to use a template from Google you can Google just add any template you want any HTML template and then you have to copy the HTML code so in this case I have this invoice PDF and to get this I have to Google it so I Google here and I found this GitHub repo where I can get that code of this HTML template for an invoice and well here there is the code here inside invoice.html I'm going to leave the link of this website on the description and here is the code so I can simply copy all of this and paste it inside this HTML file that they have here so I'm gonna delete this I'm not gonna use this anymore and I'm gonna paste all of this content so now that we have this one here in case we want to edit the values of this template we can use the HTML online website that is here and here you can edit the content of this template but instead of editing the values on the left I'm gonna edit the values on the right so I'm going to paste this on the right and well now we have the result on the left and this is a small version of the PDF that we had before so I just simply pasted the HTML code and I got this this uh PDF on the left actually the content of the PDF so now we can edit this as we want and what I did was simplify this PDF I deleted the price column I deleted the quantity column and also I put uh some variables inside so for example instead of client name I wrote uh something like double color braces and then client name now I'm going to show you the final version of this PDF all right this is the final version of this PDF and as you can see I simplify this PDF and also created some variables inside curling braces I'm going to leave this HTML code in the description and what I'm going to do is just copy the HTML document that I have here on the right and I'm going to paste it here so I'm going to open the HTML file I'm going to delete this and paste it here so now we have all this template and now we have to edit it with python so now I'm going to create some extra variables for example here I have my name uh I need to modify this one instead of my name I have to write client name so I'm gonna do it this this one fast so here I write client underscore name then copy this paste it inside uh these quotes and also here and then for example item one two and three is already here today date is here too and we need to add the subtotal so this is the price actually the total uh expenses I think and I'm gonna create one for each value so I write subtotal and then actually uh one and then the value in this case let's say it's 499 dollars and then I'm going to create one for each item so here 200 or 399 and finally 129. so these are random values and finally I I create that total which is here which is basically the sum of all the subtotals so I write subtotal 1 plus 2 plus 3. and the final variable we need to create is the month so this is due by this month so to do this I'm going to use this line of code I'm going to duplicate it I'm going to name this as months and instead of getting this format I'm just gonna get the percentage B which gives me the amount but instead of B uh in lower case I'm going to use B in uppercase because this B in uppercase gets the whole name of the month so being uppercase gets for example October and B in loud in lowercase gives o c t so just the short version so now that we have this one I'm gonna edit the dictionary so this dictionary I need to update it so I'm gonna update this dictionary and I'll be back when I finish all right I finished this dictionary and I just added these elements that uh I created now subtotal and then uh total and something else that I did was use the F string to add format to these numbers so for example here I have 499 but with this F string I added this dollar sign and also uh two decimals with this Dot 2f and I did this also for the total volume and that's it now we can continue here let's see if we need to modify something so this template loader and environment is going to be the same then we use the same HTML uh template actually the file is the same but the template has changed and well then the the configuration is going to be the same I'm gonna change the name of the output actually instead of PDF underscore generated I'm going to name it as invoice dot PDF and finally we need to modify this CSS file so this my hyphen style that CSS the name of the file is going to be the same but the content is going to change so to change the content I'm going to again to this GitHub repo and now I guess is this invoice.css so I'm going to check this one and yeah use this one so now I just have to copy the content and paste it inside this CSS file so now you can leave it as this but I'm going to change the size of the body which is this one so instead of 16 which is the default value I'm gonna write 24 to make the size bigger so with this everything is done so I'm going to run this and I'm going to create this invoice.pdf file so I right click click on run and now we wait and well we have the the code successfully run and now I go to the left open the finder and I have here the invoice.pdf so this is the file we just created I double click on it and we have this file so this is my name this is the date these are the items and uh the subtotal and well finally the total do and that's it we successfully created this PDF file using Python and also HTML now you can Google any other HTML template to create your own PDF hey thanks for watching this video don't forget to give it a like And subscribe to this channel for more content like this that's it for this video I'll see you on the next one