Create invoices, quotes, receipts, and other PDFs based on line items from Airtable records with miniExtensions Invoice / Quote / Receipt Generator. The automation uses a fixed document layout, combines each record’s details with linked line items, and saves the generated PDF into an attachment field.
What you can do
- Generate invoices, quotes, receipts, and other documents based on line items.
- Include linked line items and record-specific customer details.
- Configure currency and number formatting.
Line items and document formatting
The main record supplies the customer and document information, while linked line-item records supply the products or services. Map descriptions, quantities, and prices so each generated document contains the appropriate entries.
The automation combines these values in a predefined PDF layout and calculates the document totals from the configured data. Currency and number-formatting options help present those values consistently. Use separate source and output fields so the generated document can be checked against its records.
This is useful for invoice batches, customer quotes, or receipts generated from an existing Airtable workflow. Prepare the correct linked items and prices first, then review a sample document before sharing the PDFs.
Examples of useful workflows
Generate customer invoices
Use one invoice record linked to the items being billed. Fill client information and an invoice number from Airtable, then generate the PDF when the record is ready.
Prepare quotes using the same layout
Set Document Title to QUOTE and use an appropriate number label. The output follows the same fixed layout with your record and line-item data.
Create a receipt document
Set the title and number label for receipts and generate the document from a record whose payment information you have already checked. Changing the title does not collect a payment or independently verify that one occurred.
Generate other documents from line items
Use a custom Document Title and an appropriate number label to create other documents from linked line items, such as estimates or itemized cost summaries. The document uses the same layout and configured quantities, prices, and totals.
How to get started
Select your document and line-item fields, set the document options, and choose an output attachment field. Generate a sample and check the resulting totals and layout.
Good to know
This uses a fixed document layout. Review the source prices, line items, and generated totals before sending documents.
