Create Professional PDF Invoices with Our PDF Invoice Generator for Public Relations

Pdf invoice generator for Public Relations

hi my name is sonat and today we are going to see how we are going to use PDF output to generate professional invoices directly from a notion database so first of all let me turn off my webcam so the entire screen is visible to you and now let's jump back to the notion database to check what I'm going to do today so here we have a invoice template as you can see if I scroll to the top we have an invoice template which has the from section and the two section under the two section you can see the client name client company client address city state and zip all mentioned as a placeholder text inside curly braces so every element in this template which is put in a curly braces are the elements which are going to be replaced from a database which I'm going to show you in a while and this is the entire template that we see over here which we're going to uh utilize to generate the PDF documents and for the database part we have the entire PDF uh database elements over here like the client name the amount column the bank name the client address client company so whatever is mentioned over here for every row of information it will be populated in the template side and it will generate a PDF for us how exactly are we going to do this for this we're going to use PDF output when you log to PDF output you will be able to see this screen interface that you see over here once you log in you need to go to the help section by clicking on H there are certain steps that needs to be completed to enable the API keys in order to use this entire setup once that is done then you need to Simply type in the name of the connection we need to define the name of the connection so let me Define invoice uh generation I'm going to type something over here invoice generation okay then I'm going to click on this drop down and select the particular invoice so in this case the invoice name the database name over here is professional invoice database so I'm going to Simply type in uh professional as I need to define the database name so I'm typing professional invoice and for the template similarly I'm going to utilize the professional invoice template okay I have added the database name Ive added the template name defined the connection name then I'm going to click on next do that it starts loading all the elements and the values of the database as well as the template and it automatically Maps each of the database element to the template so it has loaded all the database properties like the ones which are mentioned on the left are the database properties so you can see the database names over here and everything is listed out over here one by one and for every database name it is connected to a template uh element okay so for example the client address that we had over here it is connected to the client address that is mentioned in the template okay similarly for other elements like uh the item one terms amount three so everything that we have over here if I scroll down you can see the item one the amount colum and terms and conditions everything that we have over here is automatically mapped to whatever was mentioned in the database okay as we have over here so when you are building this connection make sure that the element names in the placeholder matches the uh column name in the database if something is not matching it will come like this in a gray color simply click on this and you can search for the exact value if it is available so in this case it is client address click on this and it has mapped the same now let's click on export okay once you do that you can see in this database at the very end there is this PDF status column which is unticked okay right now once the PDF files are generated it will automatically come ticked over here and then the PDF output will generate on its own okay so let's wait for as you can see it is getting ticked one by one so once it is getting ticked all the PDF elements will generated and now we can just click on preview sample to see the output so here you can see how clean the output has come which is all the elements that we need to see as per the database that we had listed so it is Acme incorporation and all the address and everything has come up so invoice number three so if we see the database and we match the invoice three records which would be this one the top one we can see that this Acme International and uh Acme corporations everything is exactly replaced in the database in the template that we wanted to have okay now let's go back click on download all once you click on download all all the files are downloaded let me open up the files so that you can get a quick glance of what uh we're going to see so once I open up the PDF file you can see everything that has come up clean for your use case Okay so this is the exact inverse template that has come up and if I open up other templates you can also see uh different templates that has come up okay so likewise you can utilize PDF output this is the name of the site which you can utilize and you can simply connect your notion database and notion template to start generating PDF documents okay so one more thing I wanted to highlight over here is that all these elements are customizable as per your own requirement you simply need to remember that all the placeholder text elements needs to be placed inside this curly braces and once they has placed uh you use the same name in the database which you're going to use and follow the instructions inside H so once you click on H once you log to PDF output click on H there are certain steps which needs to be completed which is given in instructions to set up theq once that is done simply link up the invoices uh the database name the template name provide a name click on next and click on export all the files will be exported okay so I hope this explanation was clear to you if you have any questions please feel free to reach out to me at notion for my use gmail.com and I'll be happy to assist you on this further thank you bye-bye