Create Invoices from line items Quotes/Projects

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4 - Data Explorer
4 - Data Explorer

I am looking for some guidance on how to move our progress invoicing to airtable.

We have been using Airtable for a few years now and it works great in having everything centralized. Mainly using it as a custom built CRM.

We are working on multiple projects simultaniously and need to submit progress claims to each of these projects monthly. Each project would have a minimum of one accepted Quote attached. Sometimes it has multiple accepted Quotes due to change orders...

I have set it up in a way that whenever a quote is accepted it creates multiple line items in the Tasks/Line items table. One for each of the line items within the accepted quote.

We then invoice a percentage of each of the line items at the end of every month.


Question is:

How do I set this up correctly to be able to do this the best way? Essentially I will need to pull the line items applicable for each approved quote within any given project and then apply a value for the qty (0.5 = 50% works well I think)

See below screenshot of the tables I already have set up. Any help or suggestions would be welcome.

The Sale items/Services tab holds records that are created for setting up the quotes. We pick multiple records from there and then push them as one to xero using either Zapier or

I am looking to set something up for the Invoice process that works similar as above but have not been able to wrap my head around it.

Thank you.




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