DocuGen can help you quickly generate invoices, receipts, purchase orders, or just about any kind of document using your own template.In this tutorial we will set up DocuGen to generate invoices (or receipts, etc.) using your own template.
1. Set up the board
- The board as a whole represents a list of invoices related to one or more customers.
- Each invoice will be represented one row.
- Subitems under each row represent invoice line items
- The subitem columns are as follows:
- Pre-tax Amount is a Number column
- Tax is a Formula column = 0.05 x Pre-tax Amount
- Extended Amount is a Formula column = 1.05 x Pre-tax Amount (Note: do not use other formula column within this formula)
- The item columns include:
- Invoice Date and Due Date are Date columns
- Grand Total is a rollup summary column for the Extended Amount in the subitems
- Client is a Text column (you can also use a Link to Board column!)
- Billing Address is a Long Text column (you can also use a Mirror column!)
Here is how the board looks like:
For example, the client is Global Widgets LLC and Invoice 01221 has 3 line items. The invoice is dated Oct 10 and is due Oct 31.
2. Add DocuGen view
You need to add a DocuGen view to the board. Follow these simple instructions and name the view "Invoices"
3. Generate a test document
Click on the green “Generate document” button. Within seconds you should receive the generated document by email:
As you can see, the document lacks branding and styling, and it doesn’t filter the board rows. Worry not: this is our next step!
4. Make your document look pretty
Instead of blank documents, we need to tell DocuGen to use a document template. The easiest way to start is by downloading the invoice template in our Template Gallery.
Go to the DocuGen Settings on your board, click on the template button, and select the .docx document you downloaded earlier:
We want to select the subitem columns that will appear in the generated document. Our guide table in the Word template has four columns being pulled from the subitems:
... so we will select the following four columns from the board (and we will make sure to set the units for the Formula columns):
You can learn more about the item and subitem placeholders in the Placeholders article.
Click again on “Generate document” and check the result in your email inbox — much better!
5. Add a button integration recipe
The board already includes a Button column called "Generate" and a Files column called "Invoices". Click on "Integrate" and search for DocuGen integrations, then select the button integration recipe:
Fill the integration recipe as follows and add it to your board:
Make sure to change your DocuGen Settings to deliver the generated document to the Invoices column:
You're set! Whenever you click on the button, a new document will be generated and saved in the Invoices column.