Airtable Invoice Generator

From project completion to paid invoice, fully automated

Manage projects in Airtable and manually create invoices? This automation generates professional invoices from your Airtable data, sends them to clients automatically, and tracks payment status—all without touching a spreadsheet.

intermediate2-3 weeksfinance

Integrations used:

Manual invoicing slows down cash flow

You track projects and clients in Airtable, but creating and sending invoices is still manual.

Creating invoices manually from project data is tedious and error-prone

Invoices get delayed, extending time to payment

Tracking which invoices have been sent and paid requires manual follow-up

No systematic way to handle recurring invoices or payment reminders

How the invoice automation works

This automation monitors your Airtable base and handles the entire invoicing workflow automatically.

Trigger invoice generation

When a project is marked "Complete" or reaches a billing milestone in Airtable, the automation triggers invoice generation.

Create professional invoice

A formatted invoice is generated as a Google Doc or PDF using your template, with all line items, amounts, and client details pulled from Airtable.

Send to client automatically

The invoice is emailed to the client from your Gmail with a personalized message and payment instructions.

Track payment status

The Airtable record is updated with invoice details, send date, and payment status. Automatic reminders sent for overdue invoices.

What you gain

Get paid faster

Invoices sent immediately upon project completion mean faster payment.

30% faster payment

Save hours on invoicing

Eliminate manual invoice creation and sending completely.

5+ hours/week saved

Never miss an invoice

Automatic invoicing ensures you bill for every completed project.

100% billing coverage

Professional presentation

Consistent, branded invoices with perfect formatting every time.

Perfect for

Agencies billing clients for completed projects

Generate invoices from project status and send them automatically when work is done.

Freelancers managing multiple client accounts

Create and send branded invoices without rebuilding them for every client.

Service businesses with milestone-based billing

Trigger invoices when milestones hit and track payments in one place.

Consultancies tracking time and expenses in Airtable

Roll up billable time into invoices instantly with proper line items.

Ready to implement this automation?

Book a free consultation and we'll customize this template to your specific workflow and business needs.