The invoice total due amount element is as important as all other elements within an invoice. It is used to provide the client with the entire amount of payment due for provided goods are services.
Usually, you would want to boldly highlight the total due amount to ensure that you catch the attention of your client about their obligation. The total due amount depends on the total cost per item, subtotal, list of fees (taxes, shipping, handling fees), and more. Depending on the software used to generate the invoice, you could calculate the total due amount either manually or automatically.
Total Cost per Item and Subtotal
Using an automated invoice generating software would simply allow you to generate the total cost per item based on the number of items and the unique identifier code. As you input more the quantity of more items and corresponding unique identifier code, the software automatically generates a subtotal. The subtotal provides the total cost of purchased items before the inclusion of taxes, handling charges, and other charges.
Total Due Amount
The total due amount is dependent on the subtotal and other additional charges. You can also generate this value either manually or automatically while using invoice generating software. As stated earlier, you would want to highlight the total due amount so as to attract the attention of your clients. The total due amount would usually be just below all other calculations.
Additionally, the total due amount is affected by different types of deductions. If your client is a frequent buy or you are running a promotion, you would first deduct a discounted percentage before generating the total due amount. Also, if your client has made an earlier deposit or advance, you would usually deduct the value before generating the total due amount. Moreover, the total due amount may be affected if you generate the invoice as an installment invoice.
How to Make a PDF Invoice with Total Due Amount
1. Find Your API Key
First of all, create a free account with PDF.co and find your API key in your dashboard.
2. Make Your First Zap
Now, let’s proceed to the task itself.
Your Zap creation button is in the top-right corner of your Zapier dashboard.
Please pick PDF.co as the App and PDF Filler as the Action Event. Refer to the screenshot below:
3. Set Your PDF Filler
Let’s set up PDF Filler with the data from your Invoice. You can use the PDF Viewer tool for that. You just drag the coordinates of the spot where you want your images and text to be.
The screenshot below is quite explanatory.
In case the Source PDF field is empty, you can generate the Invoice from a clean slate.
The Text objects field contains the page text, number, font name, coordinates, color & size in the format below:
The Images field, contains the page number, image URL, coordinates, width, and height in the format below:
4. Test Your Action Now
After testing the Zap successfully, you will get the final PDF output by following the link. Let’s check it out.