Invoice
A base PDF file for automatically generating an invoice based on the entered business data. Values such as recipient and issuer information, amounts, and details entered in the workflow are inserted into each field.

PDF Form

Forms and its Field Names
Field Names (click to open)

A list of Field Names for specifying the Data Items to insert.
Prepare all Data Items with the following Field Names.

Data Item Name Dat type Field Name Description
Company Name String-type single-line q_Company
Address & Zip Code String-type multiple-lines q_Address Muximum 2 lines.
Personnel Name & Affiliation String-type multiple-lines q_Personnel >Muximum 3 lines.
Invoice ID String-type single-line q_Invoice_ID
Date Indication String-type single-line q_Date_Indication
Issuer-Name String-type single-line q_Issuer_Name
Issuer Address String-type multiple-lines q_Issuer_Address Address, phone number, etc.
Up to 5 lines
Header Message on Invoice String-type multiple-lines q_Header_Message Up to 6 lines.
Table of Details Table-type q_Table The value of each cell of the Table-type Data Item will be inserted. (No need to set up for each cell)
Description of Total 1 String-type single-line q_Description1 To be the label for the number on the right, such as Subtotal
Subtotal 1 Numeric-type q_Subtotal e.g. Sum of Price column in the Table etc.
Description of Total 2 String-type single-line q_Description2 To be the label for the number on the right, such as Discount or Shipping
Discount, etc. 2 Numeric-type q_Discount e.g. Amount to be added to the subtotal such as “discount” and “shipping”
Description of Total 3 String-type single-line q_Description3 To be the label for the number on the right, such as Tax
Tax, etc. 3 Numeric-type q_Tax e.g. Automatically calculated tax price
Description of Total Amount String-type single-line q_Description_Amount To be the label for the number on the right, such as Total Amount
Total Numeric-type q_Total Total sum
Message on Invoice Footer String-type multiple-lines q_Footer Greetings, transfer information, etc. Up to 10 lines.
Currecy symbol String-type single-line q_Currency Currency symbol to be displayed next to the number of Total Amount above the table.
PDF file name String-type single-line (arbitrary) q_PDF_Name A string that will be the filename of the generated PDF file
PDF file File-type (arbitrary) q_PDF_File Data Item to store the generated PDF file

Download

2022-06-26 (C) Questetra, Inc. (MIT License)
https://support.questetra.com/pdf/pdf-invoice/
Addon-import is available with Professional edition

Notes

  • Add the downloaded Base PDF to either of the following
    • When sharing with multiple Apps (System Administrator privilege required):
      • [System settings] > [App-shared Add-on] > [PDF form in “Generate PDF File”]
    • When using with a specific App:
      • [App details] > [▼ App] > [Manage Add-on ] > [PDF form in “Generate PDF File”]
  • Select and specify the added Base PDF file name in [the PDF form as the template] on the setting screen of the [Generate PDF File]
  • Data insertion ID has been set for the Base PDF
    • Match the field name of the Data Item in which you want to insert the value with the data insertion ID
    • Please refer to the above image and list for the data insertion ID (Field name) and insertion position
    • For details on the settings of each Data Item, refer to “Business App” below
  • Software such as Adobe Acrobat is required to edit the Base PDF itself

Capture

Output sample

See also

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