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 custom

Objectives

You want to generate invoices with the following features:

  • Design layout across multiple blocks.
  • Include a detachable section fixed at the bottom of the page.
  • Display a barcode.

Solution

Here’s how you can achieve this using Carbone:

  1. Create a table to structure your template

    Insert a 2x2 table without borders to organize the main structure of your template. You can add as many rows and columns as needed to structure the layout.

  1. Insert shapes
  • In the first cell, insert a shape to draw the block on the left side.

  • In the Advanced Layout window of the shape, select "In Line with Text" as the wrapping style.

  • Insert a nested array to simplify the management of icon positions, if needed.

    If you want to create multiple blocks on the left side and do not need specific alignment with elements on the right, you can merge the two cells in the first column.
    To adjust the space between shapes, place your cursor just after the shape (to its right) and use the Paragraph menu to increase the spacing before or after the shape.

  1. Use the main table to structure your template

    Add as many cells as needed to define your template : columns, rows, nested array... If you encounter difficulties in resizing the width of colums , or for a better readability, you can put spaces in carbone tag so that carbone tag will wrapp in the cell

  1. Fix the position on the page

    To fix the position of a shape on the page independently of the report's content, use the Advanced Layout Options and select "absolute position" relative to the page.

And there you go!

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