OfficeRnD Flex comes with predefined receipt and statement templates for the PDF document generated when a receipt or a statement is created.

Customize the receipt and statement templates

If you want to customize any of the default templates, you can:

Go to Settings > Templates > Invoices.
Open the template for receipts or statements.
Edit or clone it.

Primary properties

Property/ Placeholder	Description
documentType	Returns the document type: "Invoice" or "Overpayment".
logoUrl	Returns the URL to the organization's logo.
name	Returns the name of the company or the member to whom the invoice is issued.
generatedOnDate	Returns the date when the receipt was generated. Format: "Feb 11, 2025".
paidDate	Returns the date when the charge was paid. Format: mm/dd/yyyy.
recipient	Returns the company member who received the receipt.
paymentMethod	For invoice receipts: Returns the payment method of the charge. For Overpayment receipts: Returns the payment method of the Overpayment.
paymentReference	For invoice receipts: Returns the reference number of the charge. For Overpayment receipts: Returns the reference number of the Overpayment.
paymentNumber	For invoice receipts: Returns the payment number of the charge. For Overpayment receipts: Returns the Overpayment's number.
remainingCredit	Returns the current `payableAmount` at the time when the receipt is generated.
totalAmountApplied	For invoice receipts: Returns the amount of the charge. For Overpayment receipts: Returns the sum of the amounts of the allocations.
totalPaid	For non-allocated Overpayments: Equals `remainingCredit`. In all other cases: Equals `totalAmountApplied`.
allocations	Returns the allocations for the current document. For invoice receipts: Allocations can be accessed but won't appear in the default template. For Overpayment receipts: Allocations are the listed items in the Overpayment receipt.
currency.code	Returns the currency code. For example, USD.
currency.symbol	Returns the currency symbol. For example, $.
currency.thousandsSeparator	Returns the thousands separator for the currency. For example, ",".
currency.decimalSeparator	Returns the decimal separator for the currency. For example, ".".
currency.symbolOnLeft
currency.spaceBetweenAmountAndSymbol	Returns "true" or "false" to indicate whether there is space between the amount and the currency symbol.
currency.decimalDigits	Returns the number of decimal digits displayed.
organizationLock.endDate	Returns the billing lock date, as configured in your OfficeRnD Flex account.
organizationCreditNotes.allowAllocationToOtherLocations	Returns "true" or "false" to indicate whether the organization supports allocating Credit Notes created in one location to invoices in other locations. Learn more about allocating Credit Notes →
organizationLogoUrl	Returns the URL to the Organization's logo.
organizationAccountBic	Returns the BIC of your bank account, as set under Settings > My Account > Billing Details.
organizationRegId	Returns the Organization's registration number, as set under Settings > My Account > Billing Details.
organizationName	Returns the business name of your account in OfficeRnD Flex, as set under Settings > My Account > Billing Details.
organizationCity	Returns the city of your Organization, as set under Settings > My Account > Billing Details.
organizationAddress	Returns the address of your Organization, as set under Settings > My Account > Billing Details.
organizationAccountBank	Returns your Organization's bank name, as set under Settings > My Account > Billing Details.
organizationAccountIban	Returns the IBAN of your bank account, as set under Settings > My Account > Billing Details.
organizationVatId	Returns your Organization's VAT ID VAT ID (tax number), as set under Settings > My Account > Billing Details.
customer.currency	Returns the currency of the company or member to whom the invoice is issued.
customer.sendOverdueReminders	Returns "true" or "false" to indicate whether the customer will receive overdue reminders. Learn more about excluding Companies and Members from overdue reminders →
customer.name	Returns the customer's name. If a business name is added to the Billing Details field of the customer's profile, the system will use that one instead of the customer's name.
customer.recipient	Returns the email of the Company or Member to whom the invoice is issued.

Properties for invoice receipts

Property/ Placeholder	Description
paymentMethod	Returns the payment method of the charge.
paymentReference	Returns the reference number of the charge.
paymentNumber	Returns the payment number of the charge.
remainingCredit	Returns 0 for all invoices.
totalAmountApplied	Returns the amount of the charge. Applies to the "Total Paid" and "Total Amount Applied To Invoice" lines in the default template.
totalPaid	Equals `totalAmountApplied`.
allocations	For invoices partially paid with one charge: Returns an empty array. For invoices partially paid with one charge and a Credit Note allocation: Returns an array with the Credit Note's date, number, amount, `paidAmount`, and `payableAmount` (always 0 for invoices). For invoices fully paid with one charge: Returns an empty array. For invoices fully paid with multiple charges: Returns an empty array.
invoice.amount	Returns the invoice total amount with taxes.
invoice.subtotal	Returns the invoice total amount without taxes.
invoice.payableAmount	Returns the amount to be paid
invoice.paidAmount	Returns the total paid amount.
invoice.invoiceDate	Returns the invoice date.
invoice.number	Returns the invoice number.
invoice.issueDate	Returns the date when the invoice was created. Format: mm/dd/yyyy.
invoice.properties	Returns a list of custom invoice properties.

Examples

Invoices partially paid with one charge:

Invoice Total = 100

Amount Paid, Total Paid, Total Amount Applied To Invoice = 30

Amount Due = 70

Remaining Credit = 0

Invoices partially paid with one charge and a Credit Note allocation:

Invoice Total = 100

Amount Paid, Total Paid, Total Amount Applied To Invoice = 30

CN’s amount = 20

Amount Due = 50 = 70 – 20 = Remaining amount – CN’s amount

Remaining Credit = 0

Invoices fully paid with one charge:

Invoice Total = 100

Amount Paid, Total Paid, Total Amount Applied To Invoice = 100

Amount Due = 0

Remaining Credit = 0

Invoices fully paid with multiple charges:

Charge 1:

Invoice Total = 100
Amount Paid, Total Paid, Total Amount Applied To Invoice = 30
Amount Due = 70 (when the receipt is generated before Charge 2. If the receipt is generated after Charge 2, Amount Due = 0)
Remaining Credit = 0

Charge 2:

Invoice Total = 100
Amount Paid, Total Paid, Total Amount Applied To Invoice = 70
Amount Due = 0 (when the receipt is generated after Charge 1)
Remaining Credit = 0

Items

This property provides a list of the line items included in the receipt. It is a collection of items; therefore, it must be traversed by a for cycle. For invoice receipts, line items represent charges.

By traversing the collection of line items, you can display the following information about each item added to the receipt:

Property/ Placeholder	Description
items[0].createdAt	Returns the time when the line item was created. Format: yyyy-mm-ddT00:00:00.000Z. For example: 2025-02-07T07:24:23.661Z.
items[0].office	Returns the id of the location of the line item. For example: 5da6ec4006d63f01764e3abc.
items[0].payment	Returns the payment ID for the line item. For example: 679db8e910a68c2a32a396e4.
items[0].currency	Returns the currency of the line item. For example, "USD".
items[0].source	Returns the document's source, indicating where it was created: either in OfficeRnD or one of our accounting integrations (Xero or QuickBooks).
items[0].status	Returns the invoice status. Learn more about the invoice statuses →
items[0].refundStatus	Returns the refund status of the line item. Possible values: "refunded" and "non_refunded".
items[0].number	Returns the order number of the line item.

Properties for Overpayment receipts

Property/ Placeholder	Description
paymentMethod	Returns the payment method of the Overpayment.
paymentReference	Returns the reference number of the Overpayment.
paymentNumber	Returns the payment number of the Overpayment.
remainingCredit	Returns the remaining credit or `payableAmount` of the Overpayment.
totalAmountApplied	Returns the sum amount of the allocations. Applies to the "Total Paid" and "Total Amount Applied To Invoice" lines in the default template.
totalPaid	Equals `remainingCredit`.
allocations	For non-allocated Overpayments: Returns an empty array. For Overpayments with one allocation: Returns the sum amount of the allocations. Applies to the "Total Paid" and "Total Amount Applied To Invoice" lines in the default template. For Overpayments with multiple allocations: Returns an array with the allocated invoices' date, number, amount, `paidAmount`, and `payableAmount`.

Examples

Non-allocated Overpayments:

Invoice Total, Amount Paid, Amount Due = undefined

Total Amount Applied To Invoice = 0

Amount Paid, Total Paid, Remaining Credit = 100

Overpayments with one allocation:

Invoice Total, Amount Paid, Total Paid, Total Amount Applied To Invoice = 60

Amount Due = 0 (always 0 for Overpayment receipts)

Remaining Credit = 40

Overpayments with multiple allocations:

Invoice Total (of allocation 1) = 10; Invoice Total (of allocation 2) = 20

Amount Paid (of allocation 1) = 10; Amount Paid (of allocation 2) = 20

Total Paid, Total Amount Applied To Invoice = 30

Amount Due = 0 (always 0 for Overpayment receipts)

Remaining Credit = 70

Items

This property provides a list of the line items included in the receipt. It is a collection of items; therefore, it must be traversed by a for cycle. For Overpayment receipts, line items represent charges.

By traversing the collection of line items, you can display the following information about each item added to the receipt:

Property/ Placeholder	Description
items[0].amount	Returns the total amount of the Overpayment.
items[0].account	Returns the payment method for the Overpayment.
items[0].reference	Returns the reference number of the Overpayment.
items[0].date	Returns the date when the Overpayment was created. Format: mm/dd/yyyy.

Location property

This property provides additional information about the location of the invoice.

Property/ Placeholder	Description
location.name	Returns the name of the Location targeted in the invoice.
location.slug	Returns the Location's slug. For example: loc-slug.
location.code	Returns the Location's code. For example: LL.
location.timezone	Returns the Location's time zone. For example: Europe/London.
location.isOpen	Returns "true" or "false" to indicate whether the Location is currently open.
location.country	Returns the country of the Location for which the receipt is generated.
location.state	Returns the state of the Location for which the receipt is generated.
location.city	Returns the city of the Location for which the receipt is generated.
location.zip	Returns the ZIP code of the Location for which the receipt is generated.
location.address	Returns the address of the Location's address.
locationId	Returns the ID number of the location targeted in the document.
location.properties	Returns a list of the custom invoice properties.
location[0].targetRevenuePerPeriod	Returns the Location's target revenue period, which is set in the Location's billing settings. Learn more about location-specific target revenue periods →
location.public	Returns "true" or "false" to indicate whether the Location is publicly visible.
location.physicalAddress.placeId	Returns the place ID of the Location's address.
location.physicalAddress.name	Returns the name of the Location's address. For example: Aleksandar Malinov Boulevard
location.physicalAddress.formattedAddress	Returns the full address of the Location's address. For example: Mladost, Aleksandar Malinov Boulevard, Sofia, Bulgaria.
location.physicalAddress.mapURL	Returns the Google Maps URL of the Location's address.
location.physicalAddress.country	Returns the country of the Location's address.
location.physicalAddress.state	Returns the state of the Location's address.
location.physicalAddress.city	Returns the city of the Location's address.
location.physicalAddress.neighborhood	Returns the Location's address neighborhood.
location.physicalAddress.zip	Returns the zip code of the Location's address.
location.physicalAddress.utcOffset	Returns the Location's address UTC offset.
location.physicalAddress.rating	Returns the Location's rating in Google Maps.
location.physicalAddress.userRatingsTotal	Returns the Location's total user ratings in Google Maps.
location.physicalAddress.latitude	Returns the latitude of the Location's address.
location.physicalAddress.longitude	Returns the longitude of the Location's address.
location.useAlternateAddress	Returns "true" or "false" to indicate whether the Location uses an alternate address.