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2 posts tagged with "Airtable"

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Swiss QR Bill from an Airtable Base: Generate, Attach and Email It in Make with PDF4me

· 24 min read
SEO and Content Writer

PDF4me Create Swiss QR-bill is a Make module that turns payment details into a Swiss QR bill image. Pointed at an Airtable base, it reads the creditor, the debtor and the QR-IBAN from a row, puts the finished slip back on that same record as an attachment, and emails it to the debtor.

Ask whether Airtable can produce an invoice and the honest answer is no, not a payable one. It holds the creditor, the debtor, the amount and the QR-IBAN perfectly well, but a Swiss QR bill is a specification: a defined layout, a scissor line, a reference in the right format, and a QR code a bank app will actually accept. The usual advice is to leave Airtable, open your bank's portal and retype the row. This scenario does the opposite, and the data never leaves the base it already lives in.

The scenario at a glance
1. Watch records
Airtable. Picks up rows in Swiss QR Requests where Status is New.
2. Create Swiss QR-bill
PDF4me. Builds the slip from the creditor, debtor and QR-IBAN on the row.
3. Upload an attachment
Airtable. Puts the PNG back on the same record, in the Document field.
4. Update a record
Airtable. Writes the result back so the row says what happened.
5. Send an email
Gmail. Sends the slip to the address on the row.

ZUGFeRD E-Invoice from an Airtable Base: Build the JSON and Email the Hybrid PDF in Make with PDF4me

· 24 min read
SEO and Content Writer

PDF4me Create a ZUGFeRD invoice is a Make module that turns structured invoice data into a hybrid PDF/A-3 e-invoice. Pointed at an Airtable base, it reads one row, converts it to EN 16931 XML, returns a file that is both readable and machine-parseable, and puts it back on the record.

Search for e-invoicing software and you get a vendor comparison: platforms, suites, per-document pricing. Search for whether Airtable can make invoices and you get a long thread explaining that it cannot. Between those two results sits a team that already runs on Airtable, has just been told their invoices must be machine-readable, and does not want to migrate their operations into an invoicing platform to satisfy a format requirement. This scenario is for them.

The scenario at a glance
1. Watch records
Airtable. Picks up rows in ZUGFeRD Requests where Status is New.
2. Create a ZUGFeRD invoice
PDF4me. Converts the invoice JSON to EN 16931 XML inside a PDF/A-3.
3. Upload an attachment
Airtable. Puts the hybrid PDF back on the same record.
4. Update a record
Airtable. Writes the result back so the row says what happened.
5. Send an email
Gmail. Sends the e-invoice to the buyer on the row.