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Template

API Name: Template__c

The template object is used to define the contents and layout of invoices. It is the model based on which the PDF copies of invoice etc. are rendered.

Label API Name Type Description
Name Name Text
Balance Columns BalanceColumns__c Text(255) Defines which balance fields are to be displayed as columns in the balance table.
Balance Types BalanceTypes__c LongTextArea(32768) Defines (in JSON notation) which balance types are to be displayed on the rendered invoice together with their title text.
Billing Address BillingAddress__c LongTextArea(32768) Defines an area for printing the billing address (by default at the bottom of the top right header), which is printed if it differs from the recipient address.
Category Criterion CategoryCriterion__c Text(255) Specifies the name of an invoice line item field, e.g., ProductGroup__c. Each time the field value changes, a category header row is generated in the invoice table.
Category Label CategoryLabel__c Text(255) Defines the display of the category header, which is rendered as category header above the invoice line items. Can contain placeholders, like "Group: [ProductGroup]".
Counter Counter__c Text(255)
Custom CSS CustomCSS__c LongTextArea(32768) Specifies custom CSS code used to define and overrule the default layout and styling of an invoice PDF.
Date Format DateFormat__c Picklist
Decimal Places DecimalPlaces__c LongTextArea(32768) Defines (in JSON notation) the configuration for custom decimal places.
Decimal Separator DecimalSeparator__c Picklist
Deposit Description DepositDescription__c LongTextArea(2000) The description is used for deposit line items at proforrma invoices.
Deposit Grand Total Label DepositGrandTotalLabel__c Text(255) Defines the display of the grand total label in case of final invoices with deposit payments. Can contain placeholders. If empty, defaults to standard invoice behavior.
Deposit Title DepositTitle__c Text(255) The title is used for deposit line items at proforrma invoices.
Discount Message DiscountMessage__c LongTextArea(5000)
Display Type DisplayType__c Text(255) Specifies the type of the invoice to be printed to the PDF, like Invoice, Credit Memo, Reminder.
Dunning Description DunningDescription__c Text(255) Specifies the description for line items of the type Dunning.
Dunning Fee Description DunningFeeDescription__c Text(255) Specifies the description for line items of the type Dunning Fee.
Dunning Fee Title DunningFeeTitle__c Text(255) Specifies the title for line items of the type Dunning Fee.
Dunning Title DunningTitle__c Text(255) Specifies the title for line items of the type Dunning.
Attach Files To Outgoing Email EmailAttachPDF__c Checkbox Controls whether attached files are included in any outgoing email.
Email Body EmailBody__c LongTextArea(32768) Defines the plain text body for the email. Can include placeholders, and line breaks are considered. Note that Email Body is ignored if there is content in Email HTML Body.
Email File Types EmailFileTypes__c Text(255) Defines which file types will be attached to emails (comma separated list of file extensions). If empty (default), all files files are attached except for transaction table HTMLs.
Email HTML Body EmailHtmlBody__c Html(32768) Defines a rich HTML body text for the email. The editing area of this field includes an inline HTML editor. Note that Email Body is ignored if there is content in Email HTML Body.
Email Sender EmailSender__c Email Defines an email sender address. Note that this address must be available as an organization-wide email address.
Email Subject EmailSubject__c TextArea
Footer Footer__c LongTextArea(32768) Defines an area for a running footer printed on the bottom of each page of the invoice. May contain information such as address details, bank account, and other contact information, like phone numbers, email addresses, links to web sites, etc.
Grouping Separator GroupingSeparator__c Picklist
Header Header__c LongTextArea(32768)
Info Left InfoLeft__c LongTextArea(32768) Defines the left part of the information block above the atual invoice text.
Info Right InfoRight__c LongTextArea(32768) Defines the right part of the information block above the atual invoice text.
Installment Columns InstallmentColumns__c Text(255) Defines which installment fields are to be displayed as columns in the installment table. Defaults to "Title__c;Date__c;Amount__c".
Installments Text InstallmentsText__c LongTextArea(32768) Specifies the text to be printed above the installment table.
Deprecated InvoiceType__c Text(255)
Language Language__c Picklist
Leading Currency LeadingCurrency__c Checkbox
Month Format MonthFormat__c Picklist
No Subtotal Discount NoSubtotalDiscount__c Checkbox If checked, discount information is only displayed for the entire invoice amount, not for subtotals.
No Subtotal Tax NoSubtotalTax__c Checkbox If checked, tax information is only displayed for the entire invoice amount, not for subtotals.
Outstanding Invoices Text OutstandingInvoicesText__c LongTextArea(32768) Specifies the text to be printed above the table of outstanding invoices.
Outstanding Invoices OutstandingInvoices__c Checkbox Controls whether to append a table of outstanding invoices (other open invoices for the corresponding account) to the current invoice.
Override Labels OverrideLabels__c LongTextArea(16384) Defines (in JSON notation) the configuration for custom label overrides.
Page Header PageHeader__c LongTextArea(32768) Defines the page header, which is displayed at the top of each page except for the first one. It can be used to display a page counter (default).
Default Payment Due PaymentDue__c Number(3, 0) Specifies the default payment due period (in days).
Payment Info Bank Transfer PaymentInfoBankTransfer__c LongTextArea(32768) Specifies an information text for bank transfers.
Payment Info Credit Card PaymentInfoCC__c LongTextArea(32768) Specifies an information text for credit card payments.
Payment Info Direct Debit PaymentInfoDD__c LongTextArea(32768) Specifies an information text for direct debit payments.
Payment Info PayPal PaymentInfoPaypal__c LongTextArea(32768) Specifies an information text for PayPal payments.
Payment Reference PaymentReference__c Text(255) Specifies the reference to be used for SEPA payments. May contain placeholders.
PDF Name PdfName__c Text(255)
Recipient Address RecipientAddress__c LongTextArea(32768) Specifies the pattern for printing the address of the invoice recipient. Contains placeholders and line breaks as necessary.
Reverse Charge Text ReverseChargeText__c LongTextArea(4096) Specifies an optional reverse charge text to be printed below text 3. This is only visible when the invoice field ShowReverseCharge__c is true.
Sender Address SenderAddress__c Text(255) Specifies the pattern of the sender address, which is printed above the recipient address by default.
Order Discount Label SubTotalDiscountLabel__c Text(255) If an order discount is used, defines the display of the order discount label. Can contain placeholders, like "Discount [ProductGroup] ([OrderDiscount])". If empty, defaults to the custom label SubTotalAEDiscount.
Subtotal Discounted (net) Label SubTotalNetDiscountedLabel__c Text(255) If an order discount is used, defines the display of the discounted subtotal (net) label. Can contain placeholders, like "Subtotal discounted [ProductGroup]". If empty, defaults to the custom label SubTotalNetDiscounted.
Subtotal Criterion SubtotalCriteria__c Text(255) Specifies the name of an invoice line item field, e.g., TaxRate__c or ProductGroup__c. Each time the field value changes, a subtotal row is generated in the invoice table.
Subtotal (gross) Label SubtotalGrossLabel__c Text(255) Defines the display of the subtotal (gross) label. Can contain placeholders, like "Subtotal [ProductGroup] (gross)". If empty, defaults to the custom label SubTotalGross.
Subtotal (net) Label SubtotalNetLabel__c Text(255) Defines the display of the subtotal (net) label. Can contain placeholders, like "Subtotal [ProductGroup]". If empty, defaults to the custom label SubTotalNet.
Subtotal Without Discount (net) Label SubtotalNetNoDiscountLabel__c Text(255) If an order discount is used, defines the display of the subtotal (net) label without the discount. Can contain placeholders, like "Subtotal [ProductGroup]". If empty, defaults to the custom label SubTotalNetNoDiscount.
Table Columns TableColumns__c Text(255) Defines the columns and their sequence in the invoice detail table, separated by semicolon. When blank, defaults to: "PosNo; Title__c+Description__c; UnitPriceCalc__c; Quantity__c+Unit__c; TaxRate__c; DiscountAmount__c; PosTotalNet__c".
Tax Label TaxLabel__c Text(255)
Tax Table Columns TaxTableColumns__c Text(255) Defines which tax detail fields are to be displayed as columns in the tax table. Defaults to "Name;AppliedTaxRule__c;Rate__c;Amount__c". If there is no tax detail, the invoice line item values are used.
Tax Table Text TaxTableText__c LongTextArea(32768) Specifies the text to be printed above the tax table.
Tax Table TaxTable__c Checkbox Controls whether to append a table that lists detailed tax information to the current invoice.
Text 1 Text1__c LongTextArea(32768) Specifies a text to be rendered above the invoice line item table. Can be used, for example, to edit a letter-like text introducing the invoice that follows.
Text 2 Text2__c LongTextArea(32768) Specifies a text to be rendered below the invoice line item table, can be used, for example, to add notes or payment terms.
Text 3 Text3__c LongTextArea(32768) Specifies text to be rendered below the Text 2 block by default.
Time Format TimeFormat__c Picklist Specifies the format for displaying time values.
Transaction Csv TransactionCsv__c LongTextArea(32768) Defines (in JSON notation) the configuration for transaction record CSV files to be appended to the invoice.
Transaction Records TransactionRecords__c LongTextArea(32768) Defines (in JSON notation) the configuration for transaction record HTML files to be appended to the invoice.
Use Unicode Font UseUnicodeFont__c Checkbox