Automate invoices by reading input table with names & price

Hello,


I have a set of garages where I have to send monthly invoices as a PDF. I would like to automate this process through numbers + Automator using the following approach:


I have a table “customer data” with n rows (for n customers) with certain columns (name, address, monthly rate…). Then there is a general template for the invoice with placeholders for the client-specific data. The idea is now to go through the table “customer data” line by line and read the customer-specific data and paste it in the according cells on the template. Then, for each invoice created, the invoice number on the template is increased by 1 and the document is saved as a pdf, using date and name of the customer as file name. I am completely new to Automator but found sth similar once in VBA for Excel.


Is the described process sth that would be feasible in numbers + Automator? Can you recommend Andy examples that I could use to copy some code together?


Thanks and regards

Johannes



MacBook Pro (2020 and later)

Posted on Dec 7, 2021 8:38 AM

Reply
1 reply

Dec 7, 2021 9:17 PM in response to asda2

This should be feasible in Numbers using AppleScript or Javascript for Automation (JXA) but you may find the process more efficient if you use software designed for the purpose.


If you are determined to build a system in Numbers then you may find these video tutorials give you some ideas.


https://macmost.com/creating-a-billing-and-invoicing-system-in-numbers.html


https://macmost.com/creating-a-form-in-mac-numbers-using-a-script.html


SG


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Automate invoices by reading input table with names & price

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