Hi @Edd_Turner - This should be possible to do within Airtable, but needs a bit of table wrangling to get right. Here’s how I would set this up:
I’ve got 3 tables (to start with) - companies, invoices and invoice items. An invoice belongs to a company and an invoice item belongs to an invoice.
If we build the page designer pdf off the invoices table, then we can pull in the invoice items as required (usually I would do this in a table layout). But as you note above, not all of the data is on the invoices table directly, so we need to pull this into invoices to make it work.
My basic table layouts are:
and, building the pdf off the invoices table, I can get a basic invoice layout like this:
We want to add other info to this, of course, so we can add a company address in the companies table (I would go for a long text field, rather than concatenating multiple fields here):
Now have a lookup field on the invoices table which passes this address field through:
This can then be pulled into the page designer:
You probably want an invoice total too. Again we need this data on the invoices table, but it is going to come from the invoice items table, so a rollup on the invoice items will achieve this:
And on the page designer:
Of course, this is still pretty basic, but by following the same pattern, I think you should be able to get to what you need. Contacts/People can be added to the companies table. Or People can be its own table, linked to Companies. Quantities, unit prices and line total prices could be added to the invoice items table. Tax amounts can be added here too (again you might do a rollup of tax total onto the invoices table). You can also add whatever static text or graphics you need to the page designer too.
Hope this helps!
JB
