OfficeRnD Flex comes with predefined invoice and credit note templates for the PDF document generated when an invoice or a Credit Note is created. Learn how invoicing works in OfficeRnD Flex →

Customize the invoice and credit note templates

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

Go to Settings > Templates > Invoices.
Open one of the existing templates for an invoice or a Credit Note.
Edit or clone it.

You can customize one of the default templates using the Text Editor or update its Code using HTML and CSS.

When customizing the invoice/Credit Note template, you can use a variety of properties that act as placeholders for dynamically generated content. These properties are enclosed:

Text Editor: in single square brackets, such as [invoiceDate]
Code: in double curly quotes, such as ##{{invoiceDate}}.

Add CSS

If you want to add CSS code to a template, you must add it in the Custom Code section:

Edit the date format

All dates in the invoice/Credit Note documents are formatted as DD/MM/YYYY by default. If this format doesn't match your local date format, you can change it. Learn more about the different date formats available in OfficeRnD Flex →

Invoice and Credit Note template properties

Primary Properties
Items
TaxInfo
VAT Amounts
Location
Contracts
Customer
Other Functions

Primary properties

The following properties give you access to general invoice/Credit Note data like amount, issue date, and due date.

Property/Placeholder	Description
number	The invoice/credit note number.
invoiceDate	The invoice/credit note date.
issuedBy	The name of the admin who created the invoice when the invoice was manually created. For the automated schedule, the name billing person of the admin company
dueDate	The date when the invoice is due.
logoUrl	A URL to the logo of the organization.
reference	The invoice/credit note reference.
paidWatermark	A URL to a paid watermark that can be displayed when an invoice is paid.
name	The company or the member to whom the invoice/credit note is issued.
recipient	The company member who received the invoice.
email	The email of the company or the member to whom the invoice/credit note is issued.
country	The country of the company or the member to whom the invoice/credit note is issued.
zip	The zip of the company or the member to whom the invoice/credit note is issued.
city	The city of the company or the member to whom the invoice/credit note is issued.
state	The state of the company or the member to whom the invoice/credit note is issued.
address	The address of the company or the member to whom the invoice/credit note is issued.
regId	The registration number of the company to whom the invoice/credit note is issued.
vatId	The VAT number of the company to whom the invoice/credit note is issued.
customer	Information about the company or the member to whom the invoice/credit note is issued. Review the available properties for the customer.
organizationName	The business name of your account in OfficeRnD Flex, as described under Settings/My Account/Billing Details.
organizationContact	The Accountable Person of your account in OfficeRnD Flex, as described under Settings/My Account/Billing Details.
organizationCity	The city of your organization, as described under Settings/My Account/Billing Details.
organizationAddress	Your organization's address, as described under Settings/My Account/Billing Details.
organizationVatId	Your organization's VAT ID (tax number), as described under Settings/My Account/Billing Details.
organizationRegId	Your organization's Reg ID (registration number), as described under Settings/My Account/Billing Details.
organizationAccountBank	The name of your bank, as described under Settings/My Account/Billing Details.
organizationAccountIban	The IBAN of your bank account, as described under Settings/My Account/Billing Details.
organizationAccountBic	The BIC of your bank account, as described under Settings/My Account/Billing Details.
organizationLock.endDate	The billing lock date (configured in your OfficeRnD Flex account).
organizationInvoicingPeriod	Your organization invoicing period.
organizationInvoicingVat	Your organization's VAT type (for example, "included", "excluded").
organizationCurrency	Your organization currency.
location	Information about the location of the contract. Review its detailed properties.
locationId	The ID number of the location targeted in the contract.
method	The invoice/credit note payment method, eg. "Bank Transfer"
properties	List of custom invoice/credit note properties.
items	A detailed list of the line items included in the invoice/credit note. Review all available information, which you can print on the document.
itemsByAccount	A detailed list of the line items grouped by a revenue account. Review all available information, which you can print on the document.
amount	The total amount of the invoice/credit note with taxes.
subtotal	The total amount of the invoice/credit note without taxes.
discount	The discount value (percent or value off) applied on the invoice/credit note.
discountAmount	The amount of the discount applied on the invoice/credit note.
payableAmount	The amount to be paid.
isPaid	Determines whether the invoice is fully paid.
baseAmount	The amount of the invoice/credit note without taxes.
vatAmount	The tax amount applied on the invoice/credit note.
vatPercent	The tax percent applied on the invoice/credit note.
currency.code	The currency of the invoice/credit note.
exchangeRate	The exchange rate between currencies that is set in the system.
amountInBaseCurrency	The total amount of the invoice/credit note with taxes, in the organization's default currency.
taxInfo	Detailed information about the taxes applied on the line items in the invoice/credit note. Review its detailed properties.
vatAmounts	Detailed information about the total amounts of the taxes applied on the line items in the invoice/credit note. Review its detailed properties.
issueDate	The date that the invoice was created.
issuedBy	The name of the person who issued the invoice/credit note.
allocations	Holds the information about the allocated documents, such as documentType, label and amount. The amount should be a float number without any currency formatting. Example:
totalAllocations	Holds the total amount of allocations applied to the invoice. The amount should be a float number without any currency formatting.
contracts	If you are invoicing contracts, this property provides detailed information about the contracts. Review its detailed properties.

Items

This property provides a detailed list of the line items included in the invoice/credit note. It is a collection of items, and therefore, it has to be traversed by a for cycle.

By traversing the collection of line items, you can display the following information about each item added to the invoice/credit note:

Property/Placeholder	Description
items[0].baseTotal	The total amount of the invoice/credit note line without taxes.
items[0].total	The total amount of the invoice/credit note line with taxes.
items[0].subtotal	The invoice/credit note line subtotal(depends on the type of tax).
items[0].unitPrice	The unit price of the line item without tax. The property is formatted as a currency string.
items[0].price	The price of the line item without tax. This property is a numeric value.
items[0].baseUnitPrice	The unit price of the line item without tax. The property is formatted as a currency string.
items[0].description	The line item description.
items[0].discount	The discount percentage or value off on the invoice/credit note line.
items[0].discountAmount	The discount amount on the invoice/credit note line, including any applied taxes.
items[0].vatPercent	The VAT percent on the invoice/credit note line.
items[0].vatAmount	The VAT amount on the invoice/credit note line.
items[0].quantity	The quantity of the item included in the line.
items[0].startDate	Start date of the item(e.g. membership start date).
items[0].endDate	End date of the item(e.g. membership end date).
items[0].account	The ID of the revenue account of the item.
items[0].taxRate	The ID of the tax rate applied to the item.
items[0].plan	The ID of the billing plan associated with the line item.
items[0].membership	The ID of the membership associated with the line item.
items[0].itemCode	The unique code of the membership plan.
items[0].office	The id of the location of the line item.

TaxInfo

The taxInfo property provides details information about the taxes applied on the invoice/credit note.

Property/Placeholder	Description
taxInfo.totalTaxable	Total taxable amount(without tax).
taxInfo.totalTaxes	Total tax amount.
taxInfo.vatPercent	VAT percent.
taxInfo.amounts[0].baseAmount	invoice/credit note amount without tax.
taxInfo.amounts[0].taxAmount	Amount of tax on the invoice/credit note.
taxInfo.amounts[0].components[0].name	The name of the tax component applied on the invoice/credit note.
taxInfo.amounts[0].components[0].percent	The percentage of the tax component applied to the invoice/credit note.
taxInfo.amounts[0].components[0].total	The amount of the tax component on the invoice/credit note.
taxInfo.amounts[0].taxRate.name	The tax rate name applied to the amount.
taxInfo.amounts[0].taxRate.rate	The tax rate percent applied to the amount.

VAT Amounts

The vatAmounts placeholder is the one giving you access to the invoice/credit note different VAT Amounts.

Property/Placeholder	Description
vatAmounts[0].total	Amount of the tax component.
vatAmounts[0].name	Name of the tax component.
vatAmounts[0].percent	Percent of the tax component.

Location

This property provides additional information about the location of the invoice/credit note.

Property/Placeholder	Description
location.name	Name of the location targeted in the invoice/credit note.
location.address	Address of the location targeted in the invoice/credit note as configured under Space/Locations.
location.city	The city of the location targeted in the invoice/credit note as configured under Space/Locations.
location.zip	The city ZIP of the location targeted in the invoice/credit note as configured under Space/Locations.
location.properties	List of any custom location properties.
location.slug	The slug (URL name) of the location targeted in the invoice/credit note.

Contracts

This property provides a detailed list of the contracts referenced in the invoice/credit note. It is a collection of items, and therefore, it has to be traversed by a for cycle.

By traversing the collection of contracts, you can display the following information about each contract being invoiced/credited:

Property/Placeholder	Description
contracts[0].signDate	The date the contract was signed.
contracts[0].startDate	The contract start date.
contracts[0].endDate	The contract end date.
contracts[0].number	The contract number.

Customer

This property provides information about the company or the member to whom the invoice/credit note is issued:

Property/Placeholder	Description
customer.email	The customer email.
customer.name	The customer name. Note: 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.properties	List of customer properties.

Other Functions

Property/Placeholder	Description
placeholder\|money	Formats the value of the placeholder to a currency format. Example: Enter "20\|money"; the output would be 20.00 USD(currency depends on the space settings).
parseMoney(placeholder)	Parses the value of the placeholder so you can add or subtract numbers to it. Example: Enter parseMoney(total) + 20. The result is the total amount of the invoice/credit note plus 20.

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