Integrations · Airtable

Airtable to invoice

Turn the records in your base into numbered invoices with tax per line, a PDF and a hosted page.

An Airtable invoice in ASHDOCS starts as records: an Invoices table with linked Line items, or a single view with one row per line. ASHDOCS numbers each invoice, calculates tax on every line, renders the PDF and creates a hosted invoice page your customer can open. ASHDOCS has no Airtable extension; you either import a CSV export of a view or let Zapier, Make or an automation script send each record to the API.

Whichever route you pick, the record becomes the same request: the customer, one line_items entry per linked line, and the record ID as reference so you can trace the invoice back. The request below was built from an Invoices record with two linked lines.

POST /api/v1/invoices

curl -X POST https://www.ashdocs.com/api/v1/invoices \
  -H "X-API-Key: ash_test_..." \
  -H "Content-Type: application/json" \
  -d '{
  "customer": { "name": "Northwind Studio", "email": "accounts@northwind.example" },
  "line_items": [
    { "description": "Website redesign", "quantity": "1", "unit_price": "1200.00", "tax_rate": "10" },
    { "description": "Hosting, monthly", "quantity": "12", "unit_price": "15.00", "tax_rate": "10" }
  ],
  "currency": "USD",
  "reference": "recA1b2C3d4E5f6G7",
  "issue": true
}'

const body = {
  "customer": { "name": "Northwind Studio", "email": "accounts@northwind.example" },
  "line_items": [
    { "description": "Website redesign", "quantity": "1", "unit_price": "1200.00", "tax_rate": "10" },
    { "description": "Hosting, monthly", "quantity": "12", "unit_price": "15.00", "tax_rate": "10" }
  ],
  "currency": "USD",
  "reference": "recA1b2C3d4E5f6G7",
  "issue": true
};

const res = await fetch("https://www.ashdocs.com/api/v1/invoices", {
  method: "POST",
  headers: { "X-API-Key": "ash_test_...", "Content-Type": "application/json" },
  body: JSON.stringify(body),
});
const invoice = await res.json();
console.log(invoice.number, invoice.hosted_url, invoice.pdf_url);

import requests

body = {
    "customer": {"name": "Northwind Studio", "email": "accounts@northwind.example"},
    "line_items": [
        {"description": "Website redesign", "quantity": "1", "unit_price": "1200.00", "tax_rate": "10"},
        {"description": "Hosting, monthly", "quantity": "12", "unit_price": "15.00", "tax_rate": "10"},
    ],
    "currency": "USD",
    "reference": "recA1b2C3d4E5f6G7",
    "issue": True,
}
r = requests.post(
    "https://www.ashdocs.com/api/v1/invoices",
    headers={"X-API-Key": "ash_test_..."},
    json=body,
)
invoice = r.json()
print(invoice["number"], invoice["hosted_url"], invoice["pdf_url"])

Response

{
  "id": "inv_315cb2bcc1b045b28242",
  "kind": "invoice",
  "status": "issued",
  "number": "INV-0001",
  "customer": { "name": "Northwind Studio", "email": "accounts@northwind.example", "id": "cus_da4dddf61db945fc9e5c" },
  "line_items": [
    { "description": "Website redesign", "quantity": "1", "unit_price": "1200.00", "tax_rate": "10", "amount_formatted": "$1,200.00" },
    { "description": "Hosting, monthly", "quantity": "12", "unit_price": "15.00", "tax_rate": "10", "amount_formatted": "$180.00" }
  ],
  "currency": "USD",
  "issue_date": "2026-10-05",
  "due_date": "2026-11-04",
  "reference": "recA1b2C3d4E5f6G7",
  "testing": true,
  "totals": { "subtotal_formatted": "$1,380.00", "tax_formatted": "$138.00", "total_formatted": "$1,518.00", "balance_formatted": "$1,518.00" },
  "credits_cost": 0,
  "pdf_url": "https://api.ashdocs.com/api/v1/invoices/inv_315cb2bcc1b045b28242/pdf",
  "hosted_url": "https://api.ashdocs.com/i/1a5TvIhq7lkk7z4cpnoLy4gKdilfjvD5C_qJ0r4V3VY"
}

Response from a test key, trimmed. Save the PDF from pdf_url in the same run, because the link is temporary; hosted_url does not expire.

Linked lines, one invoice

Keep lines in their own table linked to the invoice record. Each linked line becomes one line_items entry, with its own quantity, unit price and tax rate.

Results back in the record

The response carries number, hosted_url and pdf_url, ready to write into Invoice number, Invoice link and a PDF attachment field on the same record.

Numbering you don't maintain

ASHDOCS assigns the next number in your sequence when the invoice is issued, with the prefix and padding from your invoicing settings, so the base never has to count.

From Airtable invoice records to issued invoices, in four steps

This is the route that needs no automation tool: a CSV export of one view, imported into ASHDOCS. The template at /invoice-templates/ashdocs-invoice-rows.csv shows the column names the import expects.

1. Make a grid view with one record per invoice line and fields named like the template's columns: customer name, customer email, description, quantity, unit price, tax rate, currency and group.
2. Give every line of the same invoice the same group value, for example the invoice's record ID or name pulled in with a lookup field.
3. Download the view as CSV, then in ASHDOCS open Invoices, choose Import CSV and check the column matches.
4. Create the invoices as Drafts or as issued invoices. Each issued invoice gets a number, a PDF and a hosted page, which you can send from the dashboard.

Multiple line items on one invoice from linked records

In the CSV route, the group column does the work: rows with the same group value become one invoice with one line per row, and the customer comes from the group's first row.

In an automated route, the lines travel inside one request. An Airtable automation with a "Run a script" action can read the record's linked Line items and send one line_items entry for each, in the order they are linked; that is how the request above was built. In Zapier or Make, look up the linked line records after the Airtable trigger and pass them to the Line Items field of Create Invoice as a list (in Make, through an Array aggregator). Map the record ID into Reference, and into Idempotency Key so a retried run returns the first invoice instead of a second one.

Airtable fields and the API

A two-table base works well: Invoices, and Line items linked to it. These field names match the request above. With an HTTP step, send the API field names; the Zapier column shows the matching label in the ASHDOCS Zapier app (available by invite), and the Make column the label the Make app will use once it is available.

Airtable field	API field	Zapier field	Make field
Invoices → Customer name	customer.name	Customer Name	Customer name
Invoices → Customer email	customer.email	Customer Email	Customer email
Line items → Description	line_items[].description	Line Items → Line item description	Line items → Description
Line items → Quantity	line_items[].quantity	Line Items → Quantity	Line items → Quantity
Line items → Unit price	line_items[].unit_price	Line Items → Unit Price	Line items → Unit price
Line items → Tax rate (a Number, e.g. 10)	line_items[].tax_rate	Line Items → Tax Rate (%)	Line items → Tax rate (%)
Record ID	reference, Idempotency-Key header	Reference, Idempotency Key	Reference, Idempotency key
Invoice number (written back)	number	Invoice Number	Invoice number
Invoice link (written back)	hosted_url	Payment Page URL	Payment page URL
PDF attachment (written back)	pdf_url	PDF URL (needs your API key)	PDF URL (needs your API key)

What exists today

The CSV template and the Import CSV dialog work today. The ASHDOCS Zapier app is available by invite while Zapier reviews the public listing, and the ASHDOCS community node runs on self-hosted n8n; there is no ASHDOCS Make app yet. Without an app, Zapier's and Make's HTTP steps, or an Airtable script using fetch, call POST /api/v1/invoices directly with an X-API-Key header.

Runs made with a test key cost nothing, so you can try the base end to end first. Issuing an invoice uses 1 credit, and the free plan includes 100 credits per month. Airtable sets its own limits on automation runs and script time.

Frequently asked questions

Can Airtable create invoices automatically?

Yes, through Zapier, Make or an automation script that calls the ASHDOCS API when a record is ready. ASHDOCS numbers the invoice, renders the PDF and returns the number, hosted page link and PDF link to write back to the record.

How do I add line items from linked records?

Keep the lines in their own table and link them to the invoice record. Read the linked records and send one line_items entry for each in the same request; in a CSV export, give the lines the same group value instead.

Can the invoice number follow my own format?

Yes. In ASHDOCS invoicing settings you set the prefix, the padding and an optional format with the year. ASHDOCS assigns the number when the invoice is issued, so Airtable never has to count.

Can I email the invoice from Airtable?

Yes. Add send with an email channel to the request, or set Email to Customer in the Zapier or Make action, and ASHDOCS emails the invoice to the customer email in the same call. The email links to the hosted invoice page.

Plans

Free

$0/mo

100 credits per month
1 seat
No webhooks

Starter

$15/mo

or $150/year

1,500 credits per month
1 seat
Webhooks

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$49/mo

or $490/year

10,000 credits per month
3 seats
Webhooks

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$99/mo

or $990/year

30,000 credits per month
5 seats
Webhooks

Scale

$249/mo

or $2,490/year

100,000 credits per month
10 seats
Webhooks

Test keys are free, never expire and never use credits; plan rate limits apply. Webhooks are on paid plans. Issuing an invoice uses 1 credit. No per-seat fees. See full pricing.