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Invoice template settings
Invoice template settings

Find out how to configure your invoice templates and what data you can display in those

Amalia avatar
Written by Amalia
Updated over a week ago

Press the + New document button on the Settings > Print templates page to create a new invoice template. Enter the document template title and select the Invoices document group.

Select the needed document template from the dropdown list in the template editor to modify it. Find out more about document template editor features here. There is an Invoice built-in template in Orderry.

Variable values in the Invoice document templates

There are 7 template variable groups for Invoice document templates:

  • Company group;

  • Client group;

  • Tables group;

  • Employees group;

  • Finance group;

  • Date group;

  • Other group.

Let's consider each of them in detail.

Company group

Here are the document template variables from the “Company” group:

  • {Company Name} variable represents the company name you configure on the “Settings > General” page.

  • {Company Address} variable represents the company address you configure on the “Settings > General” page.

  • {Company Email} variable represents the company email address you configure on the “Settings > General” page.

  • {Company Details} variable represents the company details you configure on the “Settings > General” page.

  • {Company Note} variable represents the additional information about your company you configure on the “Settings > General” page.

Client group

The list of fields may vary depending on your country. The variable names correspond to the client dialog window field names:

  • {Client Name} variable represents the client's name from the dialog window field of the same name.

  • {Client Phone} variable represents the client's first phone number.

  • {Client Address} variable represents the client's address from the dialog window field of the same name.

  • {Client Email} variable represents the client's email address from the dialog window field of the same name.

Tables group

There are two virtual variable subgroups in this group: variables for table rendering and the ones for data filling.

  • {Invoice Table} variable generates the invoice table with a predefined set of variables and their positioning by default (you can edit this if needed).

  • {Invoice Table Grouped} variable generates the invoice table with a predefined set of variables and their positioning by default (you can edit this if needed). This variable groups the works and materials by order in your generated document templates.

  • {Row Number} variable represents the row number;

  • {Product Code} variable represents the Code field value from the product dialog window;

  • {Product SKU} variable represents the SKU field value from the product dialog window;

  • {Product Name} variable represents the Name field value from the product dialog window;

  • {Product Client Warranty} variable represents the client warranty period for a specific product or service;

  • {Product Qty} variable represents the product or service quantity;

  • {Product Price Without VAT} variable represents the product price minus VAT value you can configure on the “Settings > General > Company details” page;

  • {Product Price} variable presents the product price with all discounts included (if present);

  • {Product Price Without Discount} variable represents the price for a single product or service item you've added to the invoice;

  • {Product Amount Without Discount} variable represents the total sum of all parts, products, and services in the invoice within a target invoice row.

  • {Product Discount Sum} variable represents the discount sum for a specific product or service item;

  • {Product Discount Pct} variable represents the discount percentage within a target invoice row;

  • {Product Amount Without Vat} variable represents the total sum of all parts, products, and services within a target invoice row without VAT you can set on the “Settings > General > Company details” page.

  • {Product Vat Amount} variable represents the VAT value for the products, parts, and services within a target invoice row;

  • {Product Amount} variable represents the total cost of all parts, products, and services in the invoice within a target invoice row with discounts applied (if present);

  • {Total Qty} variable represents the total quantity of invoice rows;

  • {Total Amount Without Discount} variable represents the total sum of all parts, products, and services in the invoice;

  • {Total Discount Sum} variable represents the discount sum of all parts, products, and services in the invoice;

  • {Total Discount Pct} variable represents the discount percentage for all parts, products, and services in the invoice;

  • {Total Amount Without Vat} variable represents the total sum of all parts, products, and services in the invoice without VAT you can set on the “Settings > General > Company details” page.

  • {Vat Value} variable represents the VAT value for all parts, products, and services in the invoice;

  • {Total Amount} variable represents the total cost of all parts, products, and services in the invoice with discounts applied (if present).

Remember: You can use Tables group variables only within tables. Tables group variables don't display any data outside tables scope.

Employees group

Finance group

Date group

  • {Invoice Date} variable displays the date of the invoice in the following format: 30 April 2019.

Other group

  • {Invoice Number} variable represents the Invoice number;

  • {Payment Method} variable represents the payment method you've configured during invoice setup;

  • {Notes} variable represents the Comment field value from the invoice.

Adding custom form fields to the Client forms generates corresponding variables in these categories. You can distinguish them by the numeric code at the end of a name. For instance, {Client Birthday 1517730}. Find out more about Forms editor here.

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