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Hi,
 
I'm new to airtable, I've created an invoice generator in Airtable interfaces, however I am struggling to figure out how to make it editable. I would be so thankful if someone could help me out.
I have a catering company, my client invoices are updated 4-5 times throughout the project pipeline. Here is what I am trying to achieve:
  1. A new invoice is created & Linked to client project (this is complete)
  2. After the first invoice is created, allow the user to open the most recent invoice > create a new invoice from the exiting one > edit/ update the new invoice > submit new invoice > tag as "most recent version"
What I cannot figure out:
How to create a new invoice from the existing one
How to tag the invoice as "most recent version" to make it easy for the user to identify which version is the most recent
 
I tried creating button that runs an automation to duplicate the previous invoice but it's not working.
 
I would be so thankful if someone could offer me a bit of guidance! Thank you!

 

Hmm, what issues did you face setting up your automation?  Here's a setup that works for your reference:


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To solve the problem of knowing which is the latest invoice, perhaps you could create a 'Created time' field and sort by descending on that field in your interface? 

 

Link to base




You could set up an invoice generator using linked records and rollups to pull in catering order details automatically. A formula field can calculate totals, and a button field could trigger a script or automation to generate a final invoice. If you're handling other expenses, like vehicle costs, you might also find a setup for a fuel bill generator helpful using similar linked records and calculations.

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