Invoice PDF Templates

Invoice PDFs can use a document template selected globally or on a single invoice. The template controls the invoice HTML that is converted to PDF.

Template Selection

PDF generation uses this order:

Priority	Source	Notes
1	Invoice pdfDocumentId	Explicit template selected on the invoice
2	documents.invoicePdfDocumentId	Global invoice PDF template setting
3	cfg_invoice_document_id	Legacy setting kept for existing customers
4	Default invoice template	Used when no override is selected

Older invoice templates keep working. A legacy template continues to receive the old field names. A template only receives the v1 field set when the document type is invoice and the schema is:

renderSchema = invoiceDocument
renderSchemaVersion = 1

Common Fields

New invoice templates can use these stable fields:

Field	Type	Included
.schemaVersion	string	invoiceDocument.v1
.type	string	sale or purchase
.invoiceId	number	Invoice ID
.invoicePrefix	string	Invoice series/prefix
.invoiceNumber	string	Invoice number
.invoiceNumber2	string	Secondary invoice number
.internalNumber	string	Internal document number
.customerReference	string	Invoice customer reference snapshot
.date	date-time	Invoice date
.currency	string	Currency code, for example EUR
.totalExclTax	number	Total excluding tax
.totalTax	number	Tax total
.totalInclTax	number	Total including tax
.isInvoicePaid	boolean	Whether the invoice is paid
.totalDebt	number	Remaining unpaid amount
.totalPaid	number	Paid amount
.dueDate	date-time	Payment due date
.paymentTerm	object	Payment term
.installments	array	Payment installments, when used
.comment	string	Invoice comment
.company	object	Buyer/supplier company details
.billingAddress	object	Billing address snapshot
.shippingAddress	object	Shipping address snapshot
.deliveryContactId	number	Delivery contact reference ID
.ordererContactId	number	Orderer contact reference ID
.deliveryContact	object	Delivery contact details, when available
.ordererContact	object	Orderer contact details, when available
.related.order	object	Source order details, when the invoice was created from an order
.order	object	Convenience alias for .related.order
.lineItems	array	Invoice lines
.documentCharges	array	Document-level charges
.settings	object	Invoice settings
.taxReporting	object	Tax reporting flags
.customFields	object	Tenant-specific custom fields, when configured

Legacy aliases such as .docSeries, .document, .invoiceDate, .totalWithVat, .companyInfo, .products, and .lines are still available for compatibility. Prefer the stable fields above for new templates.

Company Fields

Use .company for the buyer/supplier shown on the invoice:

Field	Type	Included
.company.name	string	Company/person display name
.company.companyId	number	Company ID
.company.registrationNumber	string	Company/registration code
.company.taxNumber	string	VAT/tax code
.company.isPerson	boolean	True when the record is a person
.company.address	string	Address line
.company.postCode	string	Post code
.company.city	string	City
.company.country	string	Country name
.company.countryCode	string	Country code
.company.phoneNumber	string	Phone number

Address And Contact Fields

Invoice PDFs should use the invoice snapshot fields, not live address records. Use .billingAddress and .shippingAddress in new templates:

{{ .billingAddress.name }}
{{ .billingAddress.addressLine1 }}
{{ .billingAddress.addressLine2 }}
{{ .billingAddress.city }}
{{ .billingAddress.region }}
{{ .billingAddress.countryName }}
{{ .billingAddress.countryCode }}
{{ .billingAddress.postCode }}
{{ .billingAddress.phone }}

{{ .shippingAddress.name }}
{{ .shippingAddress.addressLine1 }}
{{ .shippingAddress.addressLine2 }}
{{ .shippingAddress.city }}
{{ .shippingAddress.region }}
{{ .shippingAddress.countryName }}
{{ .shippingAddress.countryCode }}
{{ .shippingAddress.postCode }}
{{ .shippingAddress.phone }}

Address fields:

Field	Type	Included
.billingAddress.addressId	number	Billing address reference ID
.billingAddress.name	string	Billing address display name
.billingAddress.addressLine1	string	Billing address line 1
.billingAddress.address	string	Compatibility alias for addressLine1
.billingAddress.addressLine2	string	Billing address line 2
.billingAddress.city	string	Billing city
.billingAddress.region	string	Billing region/state/province
.billingAddress.countryName	string	Billing country name resolved from country code when available
.billingAddress.countryCode	string	Billing country code
.billingAddress.postCode	string	Billing post code
.billingAddress.phone	string	Billing address phone
.shippingAddress.addressId	number	Shipping address reference ID
.shippingAddress.name	string	Shipping address display name
.shippingAddress.addressLine1	string	Shipping address line 1
.shippingAddress.address	string	Compatibility alias for addressLine1
.shippingAddress.addressLine2	string	Shipping address line 2
.shippingAddress.city	string	Shipping city
.shippingAddress.region	string	Shipping region/state/province
.shippingAddress.countryName	string	Shipping country name resolved from country code when available
.shippingAddress.countryCode	string	Shipping country code
.shippingAddress.postCode	string	Shipping post code
.shippingAddress.phone	string	Shipping address phone

.invoiceAddress and .deliveryAddress are available only as PDF compatibility aliases for .billingAddress and .shippingAddress. Prefer the new names in all new templates.

Contact references and resolved contact objects:

{{ .deliveryContactId }}
{{ .ordererContactId }}

{{ .deliveryContact.firstName }}
{{ .deliveryContact.lastName }}
{{ .deliveryContact.name }}
{{ .deliveryContact.email }}
{{ .deliveryContact.phone }}

{{ .ordererContact.firstName }}
{{ .ordererContact.lastName }}
{{ .ordererContact.name }}
{{ .ordererContact.email }}
{{ .ordererContact.phone }}

Contact fields:

Field	Type	Included
.deliveryContact.contactId	number	Delivery contact ID
.deliveryContact.name	string	Delivery contact full name
.deliveryContact.firstName	string	Delivery contact first name
.deliveryContact.lastName	string	Delivery contact last name
.deliveryContact.title	string	Delivery contact title
.deliveryContact.email	string	Delivery contact email
.deliveryContact.phone	string	Delivery contact phone
.deliveryContact.phoneNumber	string	Compatibility alias for phone
.ordererContact.contactId	number	Orderer contact ID
.ordererContact.name	string	Orderer contact full name
.ordererContact.firstName	string	Orderer contact first name
.ordererContact.lastName	string	Orderer contact last name
.ordererContact.title	string	Orderer contact title
.ordererContact.email	string	Orderer contact email
.ordererContact.phone	string	Orderer contact phone
.ordererContact.phoneNumber	string	Compatibility alias for phone

If a contact ID is stored but the contact cannot be resolved, the contact object still contains contactId so templates can guard on it.

Related Order

When an invoice is linked to an order through the order invoiceId, templates can use .related.order. .order is also available as a shorter alias:

{{ with .related.order }}
{{ .documentNumber }}
{{ .orderId }}
{{ .poNumber }}
{{ .customerReference }}
{{ end }}

Related order fields:

Field	Type	Included
.related.order.orderId	number	Source order ID
.related.order.document	string	Source order document number
.related.order.documentNumber	string	Stable alias for source order document number
.related.order.documentType	string	Source order type
.related.order.type	string	Alias for source order type
.related.order.date	date-time	Source order date
.related.order.title	string	Source order title
.related.order.poNumber	string	Source order PO number
.related.order.customerReference	string	Source order customer reference
.related.order.externalOrderId	string	Source external order ID
.related.order.shippingMethodName	string	Source order shipping method name
.related.order.shippingMethodSelector	string	Source order shipping method code/selector
.related.order.trackingNumber	string	Source order tracking number
.related.order.trackingType	string	Source order tracking carrier/type
.related.order.carrierCode	string	Source order carrier code
.related.order.carrierName	string	Source order carrier name
.related.order.carrierServiceCode	string	Source order carrier service code
.related.order.carrierServiceName	string	Source order carrier service name

Line Fields

Invoice lines are available through .lineItems:

{{ range .lineItems }}
{{ .name }} {{ .quantity }} {{ .measurementUnit }}
{{ formatMoney .priceExclTax $.currency 4 }}
{{ formatMoney .totalInclTax $.currency }}
{{ end }}

.lineItems[]:

Field	Type	Included
.lineNo	number	Line number
.name	string	Product/service name
.productId	number	Product ID
.quantity	number	Quantity
.measurementUnit	string	Measurement unit
.priceExclTax	number	Unit price excluding tax
.priceInclTax	number	Unit price including tax
.isPriceInclTax	boolean	Whether source price includes tax
.taxPercentage	number	Tax percentage
.taxCode	string	Tax code
.taxAmount	number	Fixed tax amount, when used
.articule	string	Product article/code
.description	string	Line description
.lineId	number	Internal line ID
.discountPerUnit	number	Discount per unit
.discountPercent	number	Discount percentage
.totalExclTax	number	Line total excluding tax
.totalInclTax	number	Line total including tax
.charges	array	Line-level charges
.product	object	Product details, when available

Charge Fields

Document charges are in .documentCharges. Line charges are in .lineItems[].charges.

Field	Type	Included
.chargeId	number	Applied charge ID
.chargeTypeId	number	Charge type ID
.chargeCode	string	Charge code
.chargeName	string	Charge name
.calculationType	string	percentage, fixedAmount, or perUnit
.percentage	number	Percentage value, when used
.baseAmount	number	Amount used as calculation base
.chargeAmount	number	Charge amount excluding tax
.isTaxable	boolean	Whether the charge is taxable
.taxPercentage	number	Charge tax percentage
.taxAmount	number	Charge tax amount
.totalAmount	number	Charge amount including tax
.currency	string	Currency code
.remarks	string	Optional remarks

Use .chargeId for the applied charge ID.

Seller Configuration

Seller/company settings are exposed under .render.configuration.company:

Field	Included
.render.configuration.company.name	Seller company name
.render.configuration.company.registrationCode	Seller registration code
.render.configuration.company.vatCode	Seller VAT code
.render.configuration.company.address	Seller address
.render.configuration.company.city	Seller city
.render.configuration.company.phone	Seller phone
.render.configuration.company.email	Seller email
.render.configuration.company.website	Seller website
.render.configuration.company.bankDetails	Seller bank details
.render.configuration.company.logo	Seller logo URL

Legacy templates can still use .configuration, but new templates should use the .render.configuration fields.

The total amount in words is available as .render.amountInWords. .render.sumInWords is kept only as a compatibility alias.

Render Helpers

The standard template helpers are available:

{{ formatDate .date }}
{{ formatDateLithuanian .date }}
{{ formatDatetimeLithuanian .date }}
{{ formatDateUS .date }}
{{ formatDatetimeUS .date }}
{{ formatDateTimeUS .date }}
{{ formatPrice .totalInclTax }}
{{ formatPrice .priceExclTax 4 }}
{{ formatPrice4 .priceExclTax }}
{{ currencySymbol .currency }}
{{ formatMoney .totalInclTax .currency }}
{{ formatMoney .priceExclTax .currency 4 }}
{{ nl2br .comment }}
{{ T "invoice.total" }}

Date helper output formats:

Helper	Example output
formatDate	2026-05-26
formatDateLithuanian	2026-05-26
formatDatetimeLithuanian	2026-05-26 14:30:00
formatDateUS	05/26/2026
formatDatetimeUS	05/26/2026 02:30 PM
formatDateTimeUS	05/26/2026 02:30 PM

formatDate is an alias for formatDateLithuanian. Use formatDateUS when a US-style MM/DD/YYYY date is needed.

Price and currency helpers:

Helper	Example
formatPrice .totalInclTax	12.35
formatPrice .priceExclTax 4	12.3456
formatPrice4 .priceExclTax	12.3456
formatPriceAbs .totalDebt 4	absolute value with 4 decimals
formatPriceSubtract .a .b 4	a - b with 4 decimals
currencySymbol "USD"	$
currencySymbol "EUR"	€
formatMoney 12.3456 "USD"	$12.35
formatMoney 12.3456 "EUR"	12.35 €
formatMoney 12.3456 "EUR" 4	12.3456 €

Use formatPrice when the template controls where the currency appears. Use formatMoney when the amount and currency should be rendered together.

Use translation keys through T instead of hard-coded labels when text should be localized.

Versioning

invoiceDocument.v1 is stable. Existing v1 fields will not be renamed or removed without a new schema version. Edited legacy templates are not upgraded automatically; they keep their current fields until a user intentionally changes the schema/version in the document UI.