You can customize the default invoice template using HTML, variables, filters, and blocks. If you have more than one brand, you can customize the default invoice template for each one. Customized invoice templates are not turned on by default; you will need to enable this feature. Using customized invoices will impact performance when generating invoices.

Access the Add Invoice Template Page

1. Select the brand you want to customize.
2. From the Ubersmith Dashboard, click Settings. The Settings page appears.
3. In the Global Settings - Your Company section, click Invoice Template. The Invoice Template page appears.
4. In the Apply template to Invoice Generation field, select Yes.

Update the Invoice Template

1. Make any necessary changes to the invoice template HTML code as necessary. An autocomplete tool is available. By pressing the CTRL + space keys. The autocomplete code that displays is relative to what you are currently editing. For example, if the context is HTML, a list of HTML tags displays so you can select it. If you typed {{ system, a list of variables, filters and blocks display. See Editing Tips for more information.
2. Click Preview PDF to display the current changes.
   Any custom service modules or plugins will be included in your customized, generated invoice, but will not display in the preview.
3. Click Save Changes.

Editing Tips

• Variables are values related to Ubersmith’s general settings, invoice, client, custom client fields and filters. You can access a complete list of variables by clicking the here link. You can be include a variable by typing {{ variable_name }} in the editor.
• Filters are functions you can apply to a variable, such as formatting the variable as a number. You can include a date filter by typing {{ date_variable_name | date }}
• Blocks are main sections of an invoice, such as {{ block('service_items') }}. You can change the order blocks display on the invoice.

Viewing the Default Template

You can copy all or parts of the default invoice template or compare the default template to your customized template.

1. Access the Invoice Template page.
2. Click View Default Template. The Default Invoice Template page appears.
3. Click Cancel to close the window and return the Invoice Template page.

Enabling the Default Invoice Template

You can return your customized invoice template back to the default invoice template. If you return to the default, your customizations will be lost.

1. Access the Invoice Template page.
2. Click Restore Default Template. A confirmation message appears.
3. Click Yes.

Related Topics