Invoice Automation

Generate PDF Invoices with Carbone

Download Template

Download data sample

  • Template type document docx simple
  • Carbone min. v5.0.0+
  • Features loop currency
  • Target invoice contract

Overview

Create professional invoices automatically with these powerful features:

  • Professional layout with organized content blocks
  • Detachable payment slip at the bottom of the page
  • Integrated barcode for automated processing

Step-by-Step Guide

Follow these instructions to create a professional invoice template with Carbone:

1. Create the Basic Layout

  • Insert a 2x2 table (without borders) as your main layout structure
  • Add rows and columns as needed to organize your content effectively

2. Design Visual Elements

  • Insert a shape in the first cell to create the left-side block
  • Set the shape's Advanced Layout to "In Line with Text" for proper positioning
  • Use nested tables for organizing multiple icons or elements in the shape
  • Insert Carbone tags to display dynamic data

To create multiple blocks on the left side, merge the cells in the first column for flexible alignment, then adjust element spacing.

To adjust element spacing:

  • Place your cursor after each shape
  • Use the Paragraph settings to modify spacing before and after elements

3. Structure Content Blocks

  • Use the main table to organize your template sections
  • Add columns, rows, and nested tables for clear content organization
  • Insert Carbone tags to display dynamic data

To improve text readability in narrow columns, you can add spaces within Carbone tags.

4. Set Fixed Elements

  • Insert the element you want to fix on the page at the desired position (shapes, images)
  • Use the Advanced Layout / Position window to anchor this specific element
  • Set absolute position relative to the Page for any element that should stay fixed, regardless of content length

Your professional invoice template is now ready for automated document generation!

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