Introduction
OfficeR&D generates documents for Invoices, Credit Notes, Contracts etc.
To customize the content and layout of the documents, you can use the template editor available under Settings/Templates/Invoices or /Contracts section.
Procedure
- Navigate to Settings/Templates.
- Select the Invoices or Contracts tab.
- Select the template you want to edit.
- Use the editor to add and remove rows and columns and to rearrange the layout of the document.
- Use the properties listed under the editor as placeholders to display data from OfficeR&D.
- Add Custom Code if you want to run any pre-processing script to programmatically format the invoice document before it gets generated.
- Define the Date format to be used for the dates rendered in the invoice documents.
- Optionally, you can add a Header and a Footer with Header and Footer Lines.
- Click Save.
Placeholders
You can find a full list of the available placeholders in this help article.
Date Format
You can create your own custom date format using the following tokens:
Token | Output | |
---|---|---|
Month | M | 1 2 ... 11 12 |
Mo | 1st 2nd ... 11th 12th | |
MM | 01 02 ... 11 12 | |
MMM | Jan Feb ... Nov Dec | |
MMMM | January February ... November December | |
Quarter | Q | 1 2 3 4 |
Qo | 1st 2nd 3rd 4th | |
Day of Month | D | 1 2 ... 30 31 |
Do | 1st 2nd ... 30th 31st | |
DD | 01 02 ... 30 31 | |
DDDo | 1st 2nd ... 364th 365th | |
DDDD | 001 002 ... 364 365 | |
Day of Week | d | 0 1 ... 5 6 |
do | 0th 1st ... 5th 6th | |
dd | Su Mo ... Fr Sa | |
ddd | Sun Mon ... Fri Sat | |
dddd | Sunday Monday ... Friday Saturday | |
Day of Week (Locale) | e | 0 1 ... 5 6 |
Day of Week (ISO) | E | 1 2 ... 6 7 |
Year | YY | 70 71 ... 29 30 |
YYYY | 1970 1971 ... 2029 2030 | |
Y | 1970 1971 ... 9999 +10000 +10001 Note: This complies with the ISO 8601 standard for dates past the year 9999 |
|
AM/PM | A | AM PM |
a | am pm | |
Hour | H | 0 1 ... 22 23 |
HH | 00 01 ... 22 23 | |
h | 1 2 ... 11 12 | |
hh | 01 02 ... 11 12 | |
k | 1 2 ... 23 24 | |
kk | 01 02 ... 23 24 | |
Minute | m | 0 1 ... 58 59 |
mm | 00 01 ... 58 59 |
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