Customizing Invoice Templates for non-US users

Knowledge Base Invoices
1

Users outside the United States may require different data to show on Invoice PDFs. Some need the information to be presented Tax Inclusive, others need Tax Exclusive, and others No Tax shown at all.

You can customize the way your invoice table displays by using different tags in the template's HTML and modifying the headers of the table.

1. Start by heading to Admin > PDF/Email Templates > Invoice Templates.

2. Click on the orange "Edit Invoice Template" button


3. Click on the "Source" button to access the underlying HTML.

4. Search for <div class="invbody"> to find the portion of the code that is generating your Invoice Table. This block of code is what you're going to be replacing.

5. Decide which type of template you need and replace that portion of code with the following.

A. Tax EXCLUSIVE Template with Item-Description in one wide column
(This is just like the default template, but with more room for item/description text to flow)

<div class="invbody">
<table cellspacing="0" class="invbody-items">
    <thead>
        <tr>
            <th class="first">
            <div class="item">Item - Description</div>
            </th>
            <th>
            <div class="quantity">Quantity</div>
            </th>
            <th>
            <div class="unitcost">Unit Cost</div>
            </th>
            <th>
            <div class="unitcost">Net Amount</div>
            </th>
            <th>
            <div class="unitcost">{{tax_label}} Rate</div>
            </th>
            <th class="last">
            <div class="linetotal">{{tax_label}}</div>
            </th>
        </tr>
    </thead>
    <tbody>{{line_items}}
    </tbody>
</table>

 

B. Tax INCLUSIVE Template with Item-Description in one wide column
(This presents line item data that same way it's displayed on the Invoice Page)

<div class="invbody">
<table cellspacing="0" class="invbody-items">
    <thead>
        <tr>
            <th class="first">
            <div class="item">Item - Description</div>
            </th>
            <th>
            <div class="quantity">Quantity</div>
            </th>
            <th>
            <div class="unitcost">Rate (Inclusive)</div>
            </th>
            <th>
            <div class="unitcost">Unit Extended</div>
            </th>
            <th>
            <div class="unitcost">{{tax_label}} Rate</div>
            </th>
            <th class="last">
            <div class="linetotal">{{tax_label}}</div>
            </th>
        </tr>
    </thead>
    <tbody>{{line_items_unit_price_as_tax_inclusive}}
    </tbody>
</table>

 

C. No Tax Template
(For those who don't charge tax)

<div class="invbody">
<table cellspacing="0" class="invbody-items">
    <thead>
        <tr>
            <th class="first">
            <div class="item">Item</div>
            </th>
            <th>
            <div class="description">Description</div>
            </th>
            <th>
            <div class="quantity">Quantity</div>
            </th>
            <th>
            <div class="unitcost">Unit Cost</div>
            </th>
            <th>
            <div class="unitcost">Net Amount</div>
            </th>
        </tr>
    </thead>
    <tbody>{{invoice_line_items_table_no_tax}}
    </tbody>
</table>

D. Default Tax Exclusive Template
(This is what you'll get if you reset your template)

<div class="invbody">
<table cellspacing="0" class="invbody-items">
    <thead>
        <tr>
            <th class="first">
            <div class="item">Item</div>
            </th>
            <th>
            <div class="description">Description</div>
            </th>
            <th>
            <div class="quantity">Quantity</div>
            </th>
            <th>
            <div class="unitcost">Unit Cost</div>
            </th>
            <th>
            <div class="unitcost">Net Amount</div>
            </th>
            <th>
            <div class="unitcost">{{tax_label}} Rate</div>
            </th>
            <th class="last">
            <div class="linetotal">{{tax_label}}</div>
            </th>
        </tr>
    </thead>
    <tbody>{{invoice_line_items_table}}
    </tbody>
</table>
6. Click on the "Source" button again. If you need to edit the language in the table headers, you can do that now.

7. Click on the green "Update Template" button and check out your new Invoice Table!

 

Notes:

  • This method will also work for editing Estimate templates.
  • This will only work on non-US accounts.
2

A post was split to a new topic: Have Invoice only show Item, Description, Quantity

3

Hi there

Will this work for estimates too?

4

Hi Jarah,
Yes. At the bottom under Notes, it says, “This method will also work for editing Estimate templates.”