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.
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
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.
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.
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>
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.
These variables can be used in the Twig templates.
The company object has these variables:
The customer object has these variables:
The invoice object has these variables:
Line items contain these properties:
Rates represent a summary of discounts or taxes applied to the subtotal. These properties are available:
Custom fields have these properties:
The transaction object has these variables:
If it is a Balance Forward statement then the statement object has these variables:
If it is an Open Item statement then the statement object has these variables:
The estimate object has these variables: