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

1. Go to Settings → Accounting → Templates
2. Select template type (Invoice/Estimate/Receipt)
3. Edit the MJML/Handlebars template
4. Preview with sample data
5. Save

Related Pages

• Accounting Template Endpoints — API
• Email Templates — email template system
• Invoicing — invoicing feature