Airtable Service Invoice Template, Parts and Labor
An invoice for repair and service jobs: the machine, the depot, each part used, labor, VAT and the gross total. Filled from your Airtable job records and generated as a PDF.
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The variables in this template
One table for jobs, one linked table for the parts used. Map each variable to one of your fields in TypeFlow, or rename it in the Doc to your field name.
Job record
| Holds | Variable in the template |
|---|---|
| Invoice number and date | invoice_no, invoice_date |
| Billing account and address | invoice_account_name, invoice_address_1-3, invoice_town, invoice_county, invoice_post_code |
| Depot | depot_name, depot_address_1-3, depot_town, depot_county, depot_post_code |
| Machine | machine, manufacturer, serial_no, customer_plant_no |
| References | po, supplier_no, sage_code, region |
| Customer email | customer_email |
| Totals | inv_6_parts_net_total, invoi_9_total_labour, inv_3_net_total, inv_5_vat_total, inv_7_gross_total |
Parts used (linked records)
| Holds | Variable in the template |
|---|---|
| Quantity | qty |
| Part description | description_s_stock_items |
| Unit price | net_price_each |
| Line total | net_total |
Each linked part becomes one row of the invoice.
How it works
- 1
Copy the template
It opens in your Google Drive. Change the layout, fonts and logo like any document.
- 2
Map your Airtable fields
Pick your base and table in TypeFlow, then match each {{variable}} to a field.
- 3
Generate from Airtable
Click a button on the record or let an Airtable automation run it. The PDF lands in an attachment field.
Questions
- Do I need a Google account?
- Yes. The template is a Google Doc: you copy it to your Drive and edit it there. TypeFlow also has its own template builder if you prefer not to use Google.
- How do the line items get into the table?
- From a linked table in Airtable. TypeFlow repeats the table row once per linked record.
Full walkthrough: Airtable invoice automation
Generate your first service invoice from Airtable
20 free documents · No credit card