Skip to main content
Question

Regarding creation of Invoice like report and subscription to send it on annual basis on a specific date

  • August 8, 2019
  • 0 replies
  • 42 views

There is a request from one of our business to create an invoice report/letter in the similar format we use to bill/invoice in to any customer/business after selling the product or providing the services.  You must have seen some of the invoice formats.. Couple of asks -

 

  • Is there a way we can create invoice format using quick base?
  • If not, I think we can try to achieve this by creating a dashboard having table report on top then certain text below and then another table report and son on as needed, and generate a pdf out of entire dashboard to attach it in the email subscription. Now this raises another question whether it?s possible to transform a dashboard in a PDF format and if it could be attached to a subscription.
  • Need to create subscription on yearly basis and that should be based on certain dates, can it be achieved?

    This topic has been closed for replies.

    I suggest that you get this inexpensive add on from Juiced. Most Quick Base Accounts use this tool to generate PDF attachments.

    https://www.juicedtech.com/exact-forms-plus
    • ImranSomji
    • Registered
    • August 8, 2019
    If I can suggest using the QB API to create this functionality outside of the system.  My team has done PDF reports by integrating Odoo and Quick Base.  Please call if you want to discuss.  Imran

    Cantan Group | Quick Base Dev
    (416) 727-0407 | admin@cantangroup.com
    Forum|alt.badge.img+11
    • IvanWeiss
    • Registered
    • August 8, 2019
    I literally just purchased Juiced and went through my demo today.  HIGHLY recommend it as it is super easy.
    • vijaysingh
    • Author
    • Registered
    • August 12, 2019
    Thanks all for your input on this ..Seems at the end the exact form could be looked at another formula URL field in a table where if we click on that it generates the information in new window per our specified template..

    Can we generate the exact form in the PDF format and attach it in a notification or create subscription where exact form can be used as an attachment in a PDF form?


    Quick Base cannot natively generate a PDF nor can it natively email and attachment. the Juiced EF+ product can create the PDF and they have a product called Courier which can email the attachment.
    Forum|alt.badge.img+4
    • JoeAcunzo
    • Registered
    • October 22, 2019
    Hi Vijay - If you want to send the invoice as a PDF, then Exact Forms Plus from Juiced is a great tool.  If you would rather have the invoice sent in the body of an email message, fully automated based on some annual date, then have a look at SmartEmailReminder for Quick Base.  Details here:  http://www.softtechexperts.com/smartemailreminder.html.  Contact me directly for more info.  Thanks.

    ------------------------------
    Joe Acunzo
    Quick Base Solution Provider
    SoftTechExperts
    joe.acunzo@SoftTechExperts.com
    203-481-1222 ext. 316
    ------------------------------
    Terms & ConditionsAccessibility statement