110min
Custom PDF Templates

Invoiced ships with multiple default templates for invoices, statements, and receipts, however, it's possible these templates do not match your business or branding needs. In this guide we will show you how to change the layout and appearance of the default PDF templates.
Creating Custom PDF Templates
The PDF templates are HTML and CSS rendered using Invoiced Template Language.
The first step is to head over to Settings → Appearance → Custom Templates. Then select the template type you want to create under New Template. You can also edit or duplicate an existing custom template from the list on the same screen. Within each template, it is possible to adjust margins and create custom headers and footers. Template bodies, headers and footers are separate HTML/CSS file pairs
PDF Template Editor
Once a custom template for a certain document type is created, it can be selected for use from the corresponding drop-down menu in Settings → Appearance → Design.
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PDF Template Selection
Development Tips
Testing
After saving any changes you can download a PDF preview by clicking the Preview button near the top right of the page. You can also see the generated HTML on a live invoice that has your customizations applied by opening the client view and appending /html to the URL, i.e. https://dundermifflin.invoiced.com/invoices/IZmXbVOPyvfD3GPBmyd6FwXX/html.
Outputting available variables
If you want an output of what variables are available to your template you can use this for your HTML template to get a JSON encoded output: <pre>{{ dump_scope() }}</pre>
Resetting a template
If you want to reset any of the specific templates to the default then simply delete all of the text for that template and click Save. This will revert that template back to the default value.
Variable Reference
These variables can be used in the Twig templates.
Invoice Template Variables
company - A hash representing the business. See Company Object.
customer - A hash representing the customer. See Customer Object.
invoice - A hash representing the invoice. See Invoice Object.
Receipt Template Variables
company - A hash representing the business. See Company Object.
customer - A hash representing the customer. See Customer Object.
transaction - A hash representing the transaction. See Transaction Object.
Statement Template Variables
company - A hash representing the business. See Company Object.
customer - A hash representing the customer. See Customer Object.
statement - A hash representing the statement. See Statement Object.
Estimate Template Variables
company - A hash representing the business. See Company Object.
customer - A hash representing the customer. See Customer Object.
estimate - A hash representing the estimate. See Estimate Object.
Object Properties
Company Object
The company object has these variables:
address
country
currency
email
highlight_color
language
logo
name
tax_id
username
url
Customer Object
The customer object has these variables:
address
attention_to
autopay
chase
country
email
language
metadata
name
number
payment_terms
phone
tax_id
taxable
type
Invoice Object
The invoice object has these variables:
amount_paid
autopay
balance
custom_fields - An array of custom fields. See Custom Field Object
date
due_date
items - An array of line items. See Line Item Object.
metadata
notes
number
payment_terms
payment_url
rates - An array of discounts and taxes applied to the invoice. See Rate Object.
ship_to
status
subtotal
terms
total
url
Line Item Object
Line items contain these properties:
amount
billing_period
description
metadata
name
rates
unit_cost
Rate Object
Rates represent a summary of discounts or taxes applied to the subtotal. These properties are available:
name
total
Custom Field Object
Custom fields have these properties:
name
value
Transaction Object
The transaction object has these variables:
amount
amount_credited
amount_refunded
check_no
credit_notes
date
invoices
metadata
method
payment_source
Statement Object
If it is a Balance Forward statement then the statement  object has these variables:
type - set to balance_forward
start
end
previousBalance
totalInvoiced
totalPaid
totalOverpaid
totalAdjustments
balance
creditBalance
accountDetail - array of objects each with these properties:date
number
invoiced
paid
balance
hasCredits
previousCreditBalance
totalCreditsIssued
totalCreditsSpent
creditDetail - array of objects each with these properties: of objects with each these properties:date
description
issued
charged
creditBalance
unifiedDetail - array of objects each with these properties:date
description
issued
charged
balance
creditBalance
aging
If it is an Open Item statement then the statement  object has these variables:
type - set to open_item
end
totalInvoiced
totalPaid
balance
accountDetail - array of objects each with these properties:date
number
dueDate
total
balance
aging
Estimate Object
The estimate object has these variables:
custom_fields - An array of custom fields. See Custom Field Object
date
expiration_date
items - An array of line items. See Line Item Object.
metadata
notes
number
payment_terms
rates - An array of discounts and taxes applied to the invoice. See Rate Object.
ship_to
status
subtotal
terms
total
url
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