Invoice management


 Keywords: Online invoice; Print template setting; Pdf export

This is an invoice application which was built with CubeDrive platform. Customer can use this application to create their online invoice, define their own invoice template, and export PDF format for reference.

  • Create a form to manage customer invoice.
  • An invoice includes a list of cost items.
  • An email notification will be sent to the customer once an invoice is generated.
  • Customer can define the invoice template and export it as PDF.


Create form


You can click template to check the form. You can also login in your CubeDrive account. Click "+ Create Form" button to start build a form with drag and drop method. Enter a list of fields in the form and click "Save & Publish", your form is generated online.

form

Each invoice can have one or more cost items which are saved in the related form.


Apply workflow


After you open the form, click icon and start build application business logic. Configure the flow and add email notification to the application.

form

This simple flow is used for notify customer once an invoce is generated. So customer can view and print the invoice online if needs.



Print template setting


You can setup the invoice template and print your own format PDF. After you open the form, click icon and start to enter the print template (html+CSS). You will be able to print your own way invoice. You can also click the Invoice Template to get the example html code, paste it to the html template area and you will be good to go.

form

See the Invoice PDF Example which was generated in this case.



Start to use


Click the Example, you can start to use this application.



View template Use template Back