We have a monthly membership program, and we need to do 2 things:
We need to create an automated invoice every month for each member, based on their monthly membership date in their Customer table. Can Airtable automate monthly invoices for each of our members every month on their monthly due date? Or do we need to manually generate invoices, one at a time?
Each customer is linked to a purchases table, where we keep track of the purchases that they have made over time. Is there any way to have Airtable add these purchases into their monthly invoice — BUT ONLY IF THESE PURCHASES FELL WITHIN THE DATE RANGE of their last invoice and their new invoice?
Thanks for any help with these issues!