I currently have a functioning invoice generator that I modified from the “Product Catalog” Template Block.
I’m realizing that while this does generate a visual Invoice, I can’t seem to find a way to import that data into Stripe or some form of online payment portal if I wanted to email that invoice over.
What suggestions can I do to:
Auto Generate a PAYABLE invoice by client.
Hi Nate, and welcome to the community.
Yeah, the only way I’ve had success with this is to build an automation process in Google Apps Script and then use Airtable data to generate a [Google] document from a [Google document template], embed the payment links, etc and then convert to a PDF and automatically email as an attachment.
There are also ways to embed the payment links into an email body itself thus bypassing the need for the PDF document, but there is generally a benefit to sending an invoice document that can simply be paid or shared with someone in accounting who can pay it.
It’s possible [now] in light of the openness with custom blocks or even script blocks to find a way to do this without running an external API process, but I have not had the pleasure of a client paying for the opportunity to find this newly possible pathway.