Skip to main content

Seeking Help: Making an Editable Invoice Generator for Catering Company

N
  • nicx
  • New Participant
  • 1 reply
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!

3 replies

M
  • MelloJello
  • Participating Frequently
  • 7 replies
  • February 27, 2024

 

TheTimeSavingCo
Forum|alt.badge.img+18

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


===
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




Adam, Consultant @ The Time Saving Co
M
  • Mwinobog
  • New Participant
  • 2 replies
  • February 10, 2025

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.

Reply


Most helpful members this week

Terms & Conditions