Create / edit an invoice template

Navigate to settings

Go to settings, navigate to [Finance], then to [Invoicing], and finally click on [Document templates] to adjust the template.

 

Modify an invoice template

You can modify an existing template with the [] button next to the invoice template. The menu below allows you to adjust the name and language of the invoice.

With the download button, you can download the template to modify in Microsoft Word.

If you experience a problem downloading, you can resolve this issue by clicking [Save template] and downloading the file again.

The file editor offers functions specifically aimed at modifying invoices. Therefore, we recommend it. Click [Edit] to open the file editor. 

You cannot modify system templates. If you want to make changes to a system template, press [⋮] in the invoice list. Then click [Copy template] to copy the template.

Using the file editor

To copy and paste into the file editor, the "[Use Local Clipboard]" option must be enabled. You'll find this option in the top left corner, and you'll know it's enabled by the gray background.

Insert merge tags

Merge tags are fields where data is automatically filled in, such as the practitioner's name, or payment details.

All merge tags are displayed in the menu on the left. Navigate between the categories on the left to find merge tags.

Searching for merge tags may be faster than finding them within the categories.

Example: Searching for 'Invoice' shows various results such as: 'Invoice date', 'Invoice number', and 'Invoice currency'

Click in the document where you want to add the auto-field. Then click on the desired auto-field on the left. You will now see a notification that the auto-field has been added to your document.

If you want to display an amount with '.00' like in '€30.00', add the text '|fixed' to the auto-fields, like in '{invoice.paid_rate|fixed}'. If you do not want to see decimal places, like '€30' instead of '€30.00', remove '|fixed' from the auto-field.

Done editing? Close the editor with the [X] at the top right corner. Now press [Save template] to apply your changes.

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