✨ Features
Accounting Templates
Customize invoice, estimate, and receipt document templates.
Overview
Accounting templates let you customize the layout and branding of:
- Invoices
- Estimates / quotes
- Payment receipts
Template System
Templates use MJML for email-safe HTML and Handlebars for data interpolation.
MJML Template
<mjml>
<mj-body>
<mj-section>
<mj-column>
<mj-text>Invoice #{{invoiceNumber}}</mj-text>
<mj-text>Date: {{invoiceDate}}</mj-text>
</mj-column>
</mj-section>
</mj-body>
</mjml>Handlebars Variables
| Variable | Description |
|---|---|
{{invoiceNumber}} | Invoice number |
{{invoiceDate}} | Invoice date |
{{dueDate}} | Payment due date |
{{fromOrganization}} | Sender organization |
{{toContact}} | Recipient contact |
{{invoiceItems}} | Line items array |
{{totalValue}} | Total amount |
{{tax}} | Tax amount |
{{discount}} | Discount applied |
Template Management
- Go to Settings → Accounting → Templates
- Select template type (Invoice/Estimate/Receipt)
- Edit the MJML/Handlebars template
- Preview with sample data
- Save
Related Pages
- Accounting Template Endpoints — API
- Email Templates — email template system
- Invoicing — invoicing feature