The company information is an essential element that is usually found on an invoice. Any invoice that does not contain this critical element should not be used as an invoice. Furthermore, you wouldn’t want to send an invoice that does not include information about the companies (your company and client) involved. Your clients would be wary of using an invoice that is devoid of such information to complete the payment for a transaction.
In general, company information can be divided into two components. The first component is your company’s information, while the second component is the information about your client.
You must provide the information about your company on an invoice. Such information includes your business’s legal name, the address of the company, contact details and fax, and in some cases, the registration number of your business. The absence of such information can render the invoice unsuitable for use as a legal document.
In most cases, you would want to write the name of your company boldly at the top of an invoice. Additionally, you would want to make use of software applications that generate invoices automatically. Therefore, whenever you create an invoice, all the required information (including your company’s information) is automatically put into place as preferred. The use of such software ensures consistency and allows for transparency as invoices go through known procurement processes to prevent fraud.
It is equally important to have the buyer’s information on an invoice just as it is to have your information. You should provide your client’s legal name and shipping address. In some cases, your billing address may be written where appropriate.
If you are a buyer, you should not process invoices that are devoid of such information. Doing this will ensure that you only pay for the goods and services that you have received.
How to Generate a Basic PDF Invoice
1. Check out Your API Key
Once you’ve subscribed, you can get your API key in your dashboard.
2. Set Up Your First Zap
Zap creation button is located in the corner of your Zapier dashboard.
You will be prompted to choose PDF.co as the App and PDF Filler as the Action Event. The screenshot below explains it in detail:
3. Configure PDF Filler Action Event
PDF Filler can be easily configured with your Invoice data. PDF Viewer tool will let you do it quickly. You can drag the coordinates of the place where you’re planning to move your images and text.
Please check the screenshot with the settings completed.
The coordinates, page text, number, font name, color & size are all located in Text objects field:
The coordinates, page number, image URL, width, and height are all located in the Images field:
4. Run & Test Your Zap
You can press the Test button to see if the Zap works. Follow the link to get a preview of generated PDF invoice. Let’s see it in detail.