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Create an invoice with multiple items and various quantities


Hi

I am trying to create a form in Airtable so it fills out the fields and creates an invoice.

I thought this would be really simple but I am stuck adding multiple products and multiple quantities.

Basically, I have a table called ‘Prices’ this has all the products, product codes, prices, colours and sizes, I then have another table called ‘Invoices’, in this table we have the fields called, product, qty, size and location.

From the '‘Invoices’ table, we lookup the product code from ‘Prices’ and display it in the product field, we then add our qty, size and location (This is taken from another table called ‘Location’ and it can be multiple selections).

Finally it calculate the cost of the cost of the product, add the cost of the locations and gives me a total figure. So far this appears to work and I don’t see it being an issue creating an invoice as it’s all on 1 row.

What I am can’t workout is… How do I add more products with multiple quantities (Some of the products may even be the same product but a different size)?

On an invoice, another product would be added to another line but I don’t appear to have that luxury within Airtable. Any ideas how to do this?

14 replies

  • Inspiring
  • 382 replies
  • January 19, 2019

I think you’ll need a junction table. I’d call it something like “Line Items”. Link both your “Prices” and “Invoices” table to it.

Here is an example: https://airtable.com/shr0onbFQBjqSTDOA


  • Author
  • Known Participant
  • 16 replies
  • January 29, 2019

Thank you, that worked.


  • Participating Frequently
  • 8 replies
  • March 19, 2019

@AlliAlosa Can you explain more about how this is done? The example that you showed is no longer active.


  • Inspiring
  • 382 replies
  • March 19, 2019
Lane_Scheiblaue wrote:

@AlliAlosa Can you explain more about how this is done? The example that you showed is no longer active.


Oops! Sorry about that. Did some early spring cleaning and got rid of that example base. Here’s a new link: https://airtable.com/shrARpjHsxF9gAZf4

Happy to answer any questions if you have any!


  • Participating Frequently
  • 8 replies
  • March 19, 2019

Thanks for the quick reply!

My main question is - If you are writing up your invoice on the “Invoices” tab, do you then have to jump over to the “Line Items” tab to input the individual items/qtys, then go back to your “Invoices” tab to finish out? Or is there a way to do all of your inputs from the “Invoices” tab?


  • Inspiring
  • 382 replies
  • March 19, 2019
Lane_Scheiblaue wrote:

Thanks for the quick reply!

My main question is - If you are writing up your invoice on the “Invoices” tab, do you then have to jump over to the “Line Items” tab to input the individual items/qtys, then go back to your “Invoices” tab to finish out? Or is there a way to do all of your inputs from the “Invoices” tab?


I personally would do the entries directly from the Line Items tab - I find it quicker/cleaner. However, you could do it from the Invoices tab by clicking the “+” symbol in the {Line Items} field, then “+ Add new record”. A pop-up will open with all the fields from the Line Items table (Product, Qty, etc).


  • Participating Frequently
  • 8 replies
  • March 19, 2019

Ok, thanks for the help


AlliAlosa wrote:

I personally would do the entries directly from the Line Items tab - I find it quicker/cleaner. However, you could do it from the Invoices tab by clicking the “+” symbol in the {Line Items} field, then “+ Add new record”. A pop-up will open with all the fields from the Line Items table (Product, Qty, etc).


how do you build the automation via zapier so that any single customer that is buying 2 different items (with different quantity of course) will be assigned to a single invoice?


Made my day to find this post! :partying_face:


  • Inspiring
  • 368 replies
  • September 16, 2020

If you would like to make a form where users can add line items, we’ve built that solution here. It would automatically link the added products to the invoice.


  • New Participant
  • 1 reply
  • December 8, 2020
AlliAlosa wrote:

Oops! Sorry about that. Did some early spring cleaning and got rid of that example base. Here’s a new link: https://airtable.com/shrARpjHsxF9gAZf4

Happy to answer any questions if you have any!


How can I create table form to automatically count the number of times barcode scanned each time I scan my barcode and also automatically group the scanned item according to the types of item?


  • New Participant
  • 1 reply
  • August 17, 2021
AlliAlosa wrote:

I think you’ll need a junction table. I’d call it something like “Line Items”. Link both your “Prices” and “Invoices” table to it.

Here is an example: https://airtable.com/shr0onbFQBjqSTDOA


Im having the same problem, can you let me have access to the link to see that solution?


  • New Participant
  • 2 replies
  • January 15, 2023

Hi @Evos_World, I am in a similar situation and despite trying the solution mentioned in the thread, I can't solve the problem. I was wondering if you could please share the template of your base if you don't have any problem with that. Thankyou. 


  • Inspiring
  • 19 replies
  • February 6, 2023
AlliAlosa wrote:

Oops! Sorry about that. Did some early spring cleaning and got rid of that example base. Here’s a new link: https://airtable.com/shrARpjHsxF9gAZf4

Happy to answer any questions if you have any!


@AlliAlosa This is very cool. I set one up for my team, and it looks great. 

I don't yet see any way to automate generating the invoice - say, when a new record is created. Any insights?


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