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Creating invoices with reporting functions

chelseariver90
8 - Asteroid

Hi, I'm tryin to use the below flow as a template for creating invoices for suppliers providing us with workers, because I have more than one record it is duplicating the output. (see attached)

 

Any idea how to stop this happening? Also is it possible to separate it in to individual PDF documents per supplier instead of it being continued on to the next page of the same PDF?

 

what would be the best way to add a GST 10% and Total to the bottom to make it look like a proper invoice?

 

Thanks

6 REPLIES 6
binay2448
11 - Bolide

Hope this will work for you..

AngelosPachis
16 - Nebula

Hey @chelseariver90 

 

For point no.1, you just have to reorganise your workflow a bit, so your table tool is placed before the headers tool. That will give you two snippets, one for each company, that you can then place the header at the top; no need for a multiple join tool.

AngelosPachis_1-1631858225667.png

 

 

For the second point, in your render tool you can configure it so it groups the outputs based on the field of company, which will return a separate pdf output for each company in your dataset

 

AngelosPachis_0-1631858203596.png

 

chelseariver90
8 - Asteroid

@AngelosPachis @binay2448 thanks for the quick replies guys.

 

Both flows work perfectly.

 

Would you have any idea how to generate an automated email to each supplier with the PDF invoice attached when the workflow is ran?

 

Thanks again

binay2448
11 - Bolide

Hi @chelseariver90 ,

 

You can create Events for automated emails.

atcodedog05
22 - Nova
22 - Nova

Hi @chelseariver90 

 

You can use email tool at the end to send emails. Refer to the below article. 

https://community.alteryx.com/t5/Alteryx-Designer-Knowledge-Base/Tool-Mastery-Email/ta-p/32129

https://help.alteryx.com/20213/designer/email-tool

 

Hope this helps : )

binay2448
11 - Bolide

Hi @chelseariver90 ,

 

If you are ok with our solutions, then you can mark it as a Solution.

 

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