Simple Invoice Automation

Overview

Learn how to automatically generate professional PDF invoices with these essential features:

• Automatic table header repetition on page breaks
• Dynamic calculation of product totals
• Automatic page numbering
• Customizable color themes

Step-by-Step Guide

Follow these steps to create your invoice template with Carbone:

1. Basic Layout Setup

Start by inserting Carbone tags for your company information. Format the text and spacing to create a professional layout.

Example:

{d.company.name}
{d.company.address}
{d.company.postalCode} {d.company.city}

For your company logo, insert a placeholder image and set its URL using the View Alt Text option.

2. Product Table Creation

Create a table to display your product information:

• Insert a table with columns for products and their details (prices, quantities, etc.)
• Add dynamic calculations using formatters (e.g., :mul() to calculate subtotals)
• Set up product iteration using:

  {d.products[i+1]}

Important: In table properties:

• Set text wrapping to None
• Uncheck Allow row to break across pages for better layout consistency

3. Header Row Configuration

To ensure your table header appears on every page:

• Select the first row of your table
• Right-click and open Table Properties
• Go to the Row tab
• Check Repeat as header row at the top of each page

4. Total Calculation Setup

Add a summary table for invoice totals:

• Use :aggSum to calculate total amounts
• Apply :formatC for proper currency formatting

Example:

{d.products[].priceTotal:aggSum:formatC}

5. Page Numbering

Add automatic page numbers:

• Click Insert in the menu
• Select Page Number
• Choose your preferred footer position

6. Dynamic Color Theme

Customize your invoice colors dynamically with the :color formatter:

For text color:

{d.color:color(p)}

For row background color:

{d.color:color(row, background)}

Related Examples