Skip to main content
Question

Simple Monthly Invoicing for less than 10 clients

  • October 4, 2026
  • 1 reply
  • 10 views
Kelli Maree PA
Forum|alt.badge.img

Hello,

I’m new to Airtable and still learning, but the automations I’ve set up so far have already made my life much easier.

I’m currently stuck on setting up invoicing. I have three clients—A, B, and C—and each client is assigned a different services package. For example:

  • Client A: Package 1
  • Client B: Package 2
  • Client C: Package 3

The packages and their pricing can vary by client. I’d also like to include a discount field that I can adjust manually when needed, although discounts will only be used occasionally.

At the moment, I have the client details in one table and the services and pricing in another. All invoices need to be issued monthly on the 1st.

I’d like to automate the process of creating PDF invoices and sending them out. Could someone please advise me on the best way to set this up in Airtable?

Thank you, and apologies if my explanation isn’t clear.

1 reply

ScottWorld
Forum|alt.badge.img+35
  • ScottWorld
  • Genius
  • October 4, 2026

Just an FYI that Airtable doesn’t have the ability to generate PDF files, so you would need to turn to 3rd-party apps for that.

Here are a few popular 3rd-party apps for automatically generating documents from Airtable:

  1. DocsAutomator — creates Google Docs documents or PDF files.
  2. Typeflow — creates PDF files.
  3. DocuMint — creates PDF files.
  4. Make’s integrations — which can be integrated with any document-creation app or PDF-creation app of your choosing, such as PDFFiller or CraftMyPDF. You can even integrate something as simple as custom Microsoft Word documents.

    If you’ve never used Make before, I’ve assembled a bunch of Make training resources in this thread. For example, here is one way that you can instantly trigger a Make automation from Airtable.
  5. Fillout’s advanced forms for Airtable — Fillout lets you automatically generate custom PDF files from a form submission.

    I show off this feature on this Airtable podcast episode: Using Fillout to create an eSignature approval process with PDF file creation.

Hope this helps!

If you have a budget and you’d like to hire the best Airtable consultant to help you with this or anything else that is Airtable-related, please feel free to contact me through my website: Airtable consultant — ScottWorld

Terms & ConditionsAccessibility statement