Configure your Google Doc invoice in Airtable

It’s now time to set up the properties for this action.

First, connect your Google Account to Airtable and select the destination folder for your invoice.

Second, fill the “Title” and “Content” fields with what will be the content of your invoices. To make sure the invoices are populated with the appropriate values, you must include Airtable smart fields by clicking the blue “+” button in each field. This will allow Airtable to automatically replace each field with the value that is in the corresponding row. For example, replacing [name] with “John Doe” automatically.

In this example, we can use a text like as follows (the text between “[ ]” corresponds to Airtable smart fields you should insert using the blue “+” button):

“From: Softr

Germany

To: Name: [Name]

Address: [Address]

Email: [Email]

Invoice Number: [Invoice number]

Date of Issue: [Date]

Description: [Description]

Total: [Invoice Amount]

Thank you very much!

Bank details:

IBAN: XXXX XXXX XXXX XXXX

BIC/SWIFT: XXXXXXX”