OfficeRnD Flex comes with predefined invoice and credit note templates for the PDF document generated when an invoice or a credit note is created. Read more about how invoicing works in OfficeRnD Flex. .
Customizing the Invoice and Credit Note Templates
If you want to customize any of the default templates, you can:
- Navigate to Settings/Templates/Invoices
- Open one of the existing templates for an invoice or a credit note
- Choose to edit or clone it
In order to customize one of the default templates, you can use the Text Editor or you can update its Code using HTML and CSS.
When customizing the invoice/credit note template, you can use a variety of properties, which 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}}
.
Adding CSS
If you want to add CSS code to a template, you need to add it in the Custom Code section:
Editing the Dates Format
By default, all dates in the invoice/credit note documents are formatted as DD/MM/YYYY. If this format doesn't match your local date format, you can change it. Find more information about the different date formats available in OfficeRnD Flex.
Invoice and Credit Note Template Properties
Primary Properties
The properties below give you access to general invoice/credit note data like amount, issue date, due date etc.
Property/Placeholder | Description |
number | The invoice/credit note number. |
invoiceDate
|
The invoice/credit note date. |
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. |
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. |
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
|
The address of your organization, as described under Settings/My Account/Billing Details. |
organizationVatId | The VAT ID (tax number) of your organization, as described under Settings/My Account/Billing Details. |
organizationRegId
|
The Reg ID (registration number) of your organization, 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 that is configured in your OfficeRnD Flex account. |
organizationInvoicingPeriod | Your organization invoicing period. |
organizationInvoicingVat | Your organization VAT type(e.g. "included", "excluded"). |
organizationCurrency | Your organization currency. |
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. |
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. |
Detailed information about the taxes applied on the line items in the invoice/credit note. Review its detailed properties. | |
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 on 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
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 percent 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 on the item. |
items[0].plan
|
The id of the billing plan that is associated with the line item. |
items[0].membership | The id of the membership that is 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 percent of the tax component applied on 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 on the amount. |
taxInfo.amounts[0].taxRate.rate | The tax rate percent applied on 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
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: In case there's a business name added in 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. |
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