---
title: Custom PDF Templates
slug: dev/customizing-templates
docTags: 
createdAt: 2021-10-02T14:00:23.000Z
---

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](https://docs.invoiced.com/dev/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

![](https://api.archbee.com/api/optimize/YMx9hb_ZGsjrjpQ6wXmZJ/pEoREGRlyLuq8Ve5hREpm_screen-shot-2021-10-02-at-92335-am.png "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**.



![](https://api.archbee.com/api/optimize/YMx9hb_ZGsjrjpQ6wXmZJ/XrrJEaOg9IzhG4Mdy0Cvp_screen-shot-2021-10-02-at-92322-am.png "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`