Standard Template Field Usage

A standard template is deliberately content-light on the template record: structure and styling live in the Liquid file. As a result, a large set of Template fields that drive the classic (Visualforce) PDF have no effect here.

This article lists which Template fields a standard template reads and which it ignores, and it documents the default set of override labels. Use it as a reference when configuring a standard template.

Info

Fields that a standard template cannot use are hidden on the template record through field visibility filters on the Lightning record page. The list below therefore matters mainly when you work with a template that was migrated from an earlier renderer, or when you add a hidden field back to the page deliberately.

Fields Used

Free-Text Blocks

Field (API Name)	Role
Text1__c	Text rendered above the invoice line item table, for example, a letter-like text introducing the invoice.
Text2__c	Text rendered last by default, for example, a closing block.
Text3__c	Optional free-text block rendered below the invoice line item table.
Footer__c	Document footer, printed as specified (no variable content)
InstallmentsText__c	Introduction text above the installments table (if applicable).
ReverseChargeText__c ReverseChargeTextEU__c ReverseChargeTextNonEU__c	Reverse-charge notices (domestic/EU/non-EU).
PaymentInfoBankTransfer__c PaymentInfoCT__c PaymentInfoDD__c PaymentInfoFuturePayment__c PaymentInfoOnlinePayment__c PaymentInfoPaid__c	Payment instructions; the one matching the payment method is selected by the software and rendered.

Localized Labels

Mapped from the record and rendered as labels in the invoice PDF. A blank field falls back to the Liquid's built-in English default.

Field (API Name)	Role
SubtotalNetLabel__c	Label for the net subtotal row.
SubtotalNetNoDiscountLabel__c	Label for the net-no-discount subtotal row.
SubTotalNetDiscountedLabel__c	Label for the discounted subtotal row.
SubTotalDiscountLabel__c	Order-discount label; must carry the `{rate}` token, which the Liquid replaces with the percent.
TaxLabel__c	Tax label; must carry the `{rate}` token, which the Liquid replaces with the tax percent.
DiscountMessage__c	Early-payment sentence with `{dueDate}`, `{amount}` and `{rate}` tokens.
TaxTableText__c	Intro text above the tax-summary table.
OutstandingInvoicesText__c	Intro above the outstanding-invoices list.
OverrideLabels__c (`{"v3": {...}}`)	Per-template override map for all labels without a dedicated field (the translation path for column headers, status/type labels, etc.).

Info

All other user-visible strings without a dedicated field (column headers, status/type headings, payment-instrument labels, service-period text) render from the Liquid's built-in English defaults, or are translated per template via OverrideLabels__c["v3"] (see Override Labels).

Locale, Format, Engine and Feature Gates

Field (API Name)	Role
Language__c	`<html lang>` and engine locale.
DateFormat__c MonthFormat__c TimeFormat__c	Date/time formatting.
DecimalSeparator__c GroupingSeparator__c LeadingCurrency__c	Amount/number formatting.
CustomCSS__c	Extra CSS injected into the render.
UseUnicodeFont__c	Unicode font selection.
PdfRenderer__c (`v3`)	Selects the JustOn PDF service.
PdfName__c	Generated PDF file name.
PdfOptions__c	Locale/currency/formatting options, see PDF Options.
TaxTable__c	Controls whether to display the tax summary table.
AddQRCode__c	Controls whether to display the SEPA/Swiss QR-code data.
OutstandingInvoices__c	Controls whether to display the outstanding-invoices list.

Line Item Grouping and Subtotals

These fields do not define the table itself, but how the line item data is grouped before it reaches the Liquid file:

Field (API Name)	Role
CategoryCriterion__c CategoryLabel__c	Group line items into sections with a heading.
SubtotalCriteria__c	Subtotal grouping.
NoSubtotalTax__c NoSubtotalDiscount__c	Whether tax/discount subtotal rows are produced.

Remember

Every table in the PDF – line items, balances, installments, outstanding invoices, tax summary – is laid out by the Liquid file. To change the columns of the invoice line item table, edit the Liquid file.

Language-Specific Values

Selecting a language in the New Template dialog does more than fill the override labels. The dialog also populates the dedicated label fields, the free-text blocks and the number and date formats. The following values are created for a German template:

Field (API Name)	Value for `de`
Language__c	`de`
PdfOptions__c	`{"locale":"de"}`
OverrideLabels__c	the complete German map, see Override Labels
DateFormat__c	`dd.MM.yyyy`
DecimalSeparator__c GroupingSeparator__c	`,` and `.`
Text1__c	`Sehr geehrte Damen und Herren,`
Text2__c	closing block with the German salutation
Footer__c	German sample company footer, including `USt-IdNr.`
PaymentInfoBankTransfer__c	`Bitte überweisen Sie den Betrag auf unser Konto.`
DiscountMessage__c	`Bei Zahlung bis {dueDate} gewähren wir Ihnen {amount} ({rate}) Skonto.`
TaxLabel__c	`MwSt. ({rate})`
TaxTableText__c	German intro above the tax-summary table
OutstandingInvoicesText__c	German intro above the outstanding-invoices list
SubtotalNetLabel__c	`Nettobetrag`
SubtotalNetNoDiscountLabel__c	`Zwischensumme (netto ohne Rabatt)`
SubTotalNetDiscountedLabel__c	`Zwischensumme (nach Rabatt)`
SubTotalDiscountLabel__c	`Auftragsrabatt ({rate})`

Note

The email texts are not localized. Email Subject and Email Body carry the English default in a German or French template as well. If you distribute invoices by email, translate these fields yourself after creating the template. The same applies to the Info Right block and to the Dunning Fee Title and Deposit Title fields.

The delivered sample values – company footer, payment instructions, greeting and closing – are placeholders for your own texts. Replace them with your corporate wording; the labels and format settings can usually stay as they are.

Override Labels

All user-visible strings that have no dedicated template field are translated through the Overrides field (OverrideLabels__c). The value is a JSON map under the v3 key:

{
    "v3": {
        "header.invoiceNumber": "Rechnungsnr.:",
        "lineItemsTable.quantity": "Menge"
    }
}

A key that is absent falls back to the Liquid file's built-in English default. Creating a template through the New button and selecting a language populates the whole map for that language.

The 66 keys are grouped by the part of the document they label:

Key Prefix	# Used	Content
`header`	6	Fields in the letter head – date, invoice number, contact, payment method, reference.
`lineItemsTable`	10	Column headers of the invoice line item table, including quantity, unit price, tax rate and service period.
`totals`	4	Labels of the totals block below the line item table.
`payments`	6	Labels of the received-payments block.
`installmentsTable`	3	Column headers of the installments table.
`outstandingInvoicesTable`	4	Column headers of the outstanding-invoices list.
`partialInvoicesTable`	9	Column headers of the partial-invoices table on final invoices.
`bankDetails`	5	Labels of the bank details block.
`paymentInstrument`	3	Labels of the payment instrument block.
`messages`	7	Full sentences with placeholders, for example the service period or the cancellation reference.
`status`	3	Status names, for example `Draft` and `Active`.
`invoiceType`	6	Document type headings, for example `Invoice`, `Credit` and `Cancelation`.

Complete default set (German)

This is the map that is created for a German template. Use it as the starting point for a language that is not delivered, or to adjust individual labels.

{
    "v3": {
        "lineItemsTable.discountPercent": "Rabatt %",
        "installmentsTable.installment": "Rate",
        "installmentsTable.installmentAmount": "Betrag",
        "installmentsTable.installmentDate": "Datum",
        "outstandingInvoicesTable.outstandingInvoiceAmount": "Betrag",
        "outstandingInvoicesTable.outstandingInvoiceDate": "Datum",
        "outstandingInvoicesTable.outstandingInvoiceDueDate": "Fälligkeitsdatum",
        "outstandingInvoicesTable.outstandingInvoiceNumber": "Rechnungsnr.",
        "lineItemsTable.lineItem": "Pos.",
        "lineItemsTable.lineItemNet": "Netto",
        "lineItemsTable.lineItemTax": "MwSt.",
        "lineItemsTable.lineItemTotal": "Pos. Gesamt",
        "lineItemsTable.quantity": "Menge",
        "lineItemsTable.servicePeriod": "Leistungszeitraum",
        "partialInvoicesTable.partialInvoiceDate": "Rechnungsdatum",
        "partialInvoicesTable.partialInvoiceGrandTotal": "Gesamtbetrag",
        "partialInvoicesTable.partialInvoiceNumber": "Rechnungsnr.",
        "partialInvoicesTable.partialInvoicePaidAmount": "Bezahlter Betrag",
        "partialInvoicesTable.partialInvoicePaymentAmountNet": "Zahlungsbetrag (netto)",
        "partialInvoicesTable.partialInvoicePaymentDate": "Zahlungsdatum",
        "partialInvoicesTable.partialInvoicePaymentStatus": "Zahlungsstatus",
        "partialInvoicesTable.partialInvoiceLineItem": "Pos.",
        "partialInvoicesTable.partialInvoiceTotalTax": "Gesamt (MwSt.)",
        "lineItemsTable.taxRate": "Steuersatz",
        "lineItemsTable.title": "Bezeichnung",
        "lineItemsTable.unitPrice": "Einzelpreis",
        "bankDetails.accountNumber": "Kundennr.:",
        "bankDetails.accountOwner": "Kontoinhaber:",
        "bankDetails.bankName": "Bank:",
        "bankDetails.bic": "BIC:",
        "header.contact": "Ansprechpartner:",
        "header.date": "Datum:",
        "header.deliveryDate": "Lieferdatum:",
        "bankDetails.iban": "IBAN:",
        "header.invoiceNumber": "Rechnungsnr.:",
        "header.paymentMethod": "Zahlungsart:",
        "paymentInstrument.paymentInstrumentName": "Name:",
        "paymentInstrument.paymentInstrumentStatus": "Status:",
        "paymentInstrument.paymentInstrumentType": "Typ:",
        "header.reference": "Verwendungszweck:",
        "messages.cancelRelated": "wir stornieren die zugehörige Rechnung Nr. {invoiceNo} vom {invoiceDate} wie folgt:",
        "messages.correctRelated": "Wir korrigieren die zugehörige Rechnung Nr. {invoiceNo} vom {invoiceDate} wie folgt:",
        "messages.dueOn": "Ihre Rechnung ist fällig am {dueDate}.",
        "messages.serviceFrom": "für unsere Leistungen vom {start} bis {end} erlauben wir uns, folgende Rechnung zu stellen:",
        "messages.servicePeriod": "Der von uns berechnete Leistungszeitraum beginnt am {start} und endet am {end}.",
        "messages.partialInvoiceCapture": "Ausgestellte Teilrechnung {invoiceNo} vom {invoiceDate}",
        "messages.partialInvoiceTable": "Diese Tabelle zeigt die zugehörigen Teilrechnungen sowie deren Zahlungsstatus.",
        "totals.grandTotal": "Gesamtbetrag",
        "payments.outstandingAfterPayments": "Ausstehend nach Zahlungen",
        "totals.outstandingInvoices": "Offene Rechnungen",
        "payments.paymentAmount": "Zahlungsbetrag",
        "totals.paymentInstrument": "Zahlungsmittel",
        "payments.receivedPayments": "Erhaltene Zahlungen",
        "payments.remainingAmountGross": "Restbetrag (brutto)",
        "payments.remainingAmountNet": "Restbetrag (netto)",
        "payments.sumOfReceived": "Summe erhaltener Zahlungen",
        "totals.taxRate": "Steuersatz {rate}",
        "status.active": "Aktiv",
        "status.draft": "Entwurf",
        "status.inactive": "Inaktiv",
        "invoiceType.cancelation": "Stornierung",
        "invoiceType.credit": "Gutschrift",
        "invoiceType.final": "Schlussrechnung",
        "invoiceType.invoice": "Rechnung",
        "invoiceType.partial": "Teilrechnung",
        "invoiceType.progress": "Abschlagsrechnung"
    }
}

Fields Not Used

Structure and Styling From Liquid Code

Field(s) (API name)	Where the equivalent lives
Header__c InfoLeft__c InfoRight__c	Header/info blocks are laid out in the Liquid markup.
PageHeader__c	Ignored. Page header and counter are defined in the Liquid file via `@page` CSS. A newly created template still carries the packaged default value in this field – it has no effect on the PDF.
BalanceColumns__c BalanceTypes__c	The Liquid file iterates balances and defines the columns itself.
InstallmentColumns__c	Installments table columns defined in the Liquid file.
TaxTableColumns__c	Tax-table columns defined in the Liquid file (the table display is controlled by `TaxTable__c`).
TransactionRecords__c TransactionCsv__c	Out of scope for the Liquid-defined structure.
DecimalPlaces__c	Number formatting comes from the locale/format fields and `PDF Options`.
TableColumns__c	The columns of the invoice line item table are defined in the Liquid file.
DisplayType__c	The invoice-type heading is chosen by the Liquid file from the invoice type.

Address Data From Records

Field(s) (API name)	How the address reaches the PDF
BillingAddress__c RecipientAddress__c SenderAddress__c	The recipient/sender/billing addresses are mapped directly in the Liquid file from the invoice, account and tenant records – not from these template fields.

Field(s) (API name)	Owner
EmailBody__c EmailHtmlBody__c EmailSubject__c EmailSender__c EmailAttachPDF__c EmailFileTypes__c DisableGlobalEmailSignature__c SupportingDocumentTypes__c	Invoice email
DunningTitle__c DunningDescription__c DunningFeeTitle__c DunningFeeDescription__c	Dunning PDF
DepositTitle__c DepositDescription__c DepositGrandTotalLabel__c	Deposit invoices
Counter__c PaymentReference__c PaymentDue__c SubtotalGrossLabel__c	Invoice creation/numbering/legacy (no gross-subtotal row)