Templates

The Layer supports customised templates for invoice and credit note output. These are HTML documents controlling content and styling.

These will be used to generate the document created when you email, print, or save an invoice or credit note.

When creating a template, a box can be checked to indicate that it is suitable for an invoice or credit note. Although multiple boxes can be checked, it is recommended to use a different template for each.

For information on working with output templates in general, check this article.

Setting an invoice template

From Settings - Company Settings - Quotation and Sales, administrators can determine the invoice and credit note template that will be used.

If your instance of The Layer uses sub companies, each sub company can have its templates set from Settings - Sub Companies.

Invoice-specific snippets

The following stock snippets are available for inclusion within an invoice template.

This is not the extent of what can be done with invoice snippets, as custom snippets can be created in many cases.

For a full list of snippets in your instance, users with Settings access can go to Settings - Page Snippets.

Title	Description	Placeholder
Invoice Address (Multi-line)	String containing multi-line address (BR)	$$invoice_address_multi$$
Invoice Balance	Invoice Balance	$$invoice_balance$$
Invoice Comments	Invoice comments	$$invoice_comments$$
Invoice Company Name	String containing invoice company name	$$invoice_company$$
Invoice Contact Name	String containing invoice contact	$$invoice_contact_name$$
Invoice Credit Notes	String containing currency value credit notes	$$invoice_credit_note_values$$
Invoice Customer PO	The customer purchase order number associated with the invoice	$$invoice_customer_po$$
Invoice Customer Reference	The invoice customer reference number	$$invoice_customer_reference$$
Invoice Date	String containing invoice date	$$invoice_date$$
Invoice External Purchase Order Reference (Invoice)	String containing the invoice external reference as shown on the invoice screen	$$invoice_external_reference$$
Invoice External Purchase Order Reference (Sales Order)	String containing the external PO reference value shown on the sales order edit screen	$$invoice_customer_po$$
Invoice Full Price of Goods	String containing the full value of goods prior to deductions	$$invoice_full_price_of_goods$$
Invoice Fund Offset Value	The hardware fund offset value applied to this invoice	$$invoice_fund_offset$$
Invoice Hardware Fund Payments (exc VAT)	String containing currency value of hardware fund payments exc VAT	$$invoice_hardware_fund_payments_exc_tax$$
Invoice Hardware Fund Payments (inc VAT)	String containing currency value of hardware fund payments inc VAT	$$invoice_hardware_fund_payments_inc_tax$$
Invoice Items Table	HTML table containing invoice items	$$invoice_items_table$$
Invoice Items With Cost Centre	String containing invoice items with cost centre, displayed as table	$$invoice_items_with_cost_centre$$
Invoice Items with IMEI	String containing table showing Invoice Items with IMEI	$$invoice_items_with_imei_table$$
Invoice Items with IMEI (Values Only)	String containing table showing Invoice Items with IMEI (Values Only)	$$invoice_items_with_imei_table_with_values$$
Invoice Net Total	Sub-total of items, plus shipping cost minus any hardware fund deductions	$$invoice_net$$
Invoice Other Payments (exc VAT)	String containing currency value of all non-hardware fund payments exc VAT	$$invoice_other_payments_exc_tax$$
Invoice Other Payments (inc VAT)	String containing currency value of all non-hardware fund payments inc VAT	$$invoice_other_payments_inc_tax$$
Invoice Payment Terms	String containing payment terms	$$invoice_terms$$
Invoice Raiser	String containing invoice raiser	$$invoice_raiser$$
Invoice Reference	String containing invoice reference	$$invoice_reference$$
Invoice Refund Amount	String containing currency value of invoice refund amount	$$invoice_refund_amount$$
Invoice Refundable Amount	String containing currency value of invoice refundable amount	$$invoice_refundable_amount$$
Invoice Refunded Amount	String containing currency value of invoice refunded amount	$$invoice_refunded_amount$$
Invoice Sales Order Reference	String containing sales order reference	$$invoice_sales_order_reference$$
Invoice Shipping Cost (ex Tax)	The invoice shipping cost prior to any taxes being applied	$$invoice_shipping_cost$$
Invoice Shipping Cost (inc Tax)	Invoice cost including tax	$$invoice_shipping_cost_gross$$
Invoice Shipping Method	The invoice shipping method	$$invoice_shipping_method$$
Invoice Subtotal	The subtotal value of the invoice	$$invoice_subtotal$$
Invoice Subtotal + Shipping	The subtotal value of the invoice + shipping net	$$invoice_subtotal_inc_shipping$$
Invoice Tax Rate	The tax rate applicable to an invoice	$$invoice_tax_rate$$
Invoice Total	The total value of the invoice	$$invoice_total$$
Invoice Total Discount	The total discouont applied to an invoice	$$invoice_total_discount$$
Invoice Total Tax	The total tax value applied for an invoice	$$invoice_total_tax$$
Sage Account Number	The Sage account number of the corresponding customer	$$invoice_sage_account_number$$

Credit note-specific snippets

The following stock snippets are available for inclusion within a credit note template.

For a full list of snippets in your instance, users with Settings access can go to Settings - Page Snippets.

	Title	Description	Placeholder
Credit Note	Credit Note Created	String value of credit note created date	$$credit_note_created$$
Credit Note	Credit Note Description	String value of credit note created description	$$credit_note_description$$
Credit Note	Credit Note Item Summary	A table with the summary of the items in the credit note	$$credit_note_item_summary$$
Credit Note	Credit Note Reference	The reference of the credit note	$$credit_note_reference$$
Credit Note	Credit Note Refundable Amount	String containing currency value of credit note refundable amount	$$credit_note_refundable_amount$$
Credit Note	Credit Note Refunded Amount	String containing currency value of credit note refunded amount	$$credit_note_refunded_amount$$
Credit Note	Credit Note Subtotal	The subtotal of the credit note	$$credit_note_subtotal$$
Credit Note	Credit Note Table	A table with the deailts of the credit note	$$credit_note_table$$
Credit Note	Credit Note Tax	The total tax of the credit note	$$credit_note_tax$$
Credit Note	Credit Note Total	The total of the credit note	$$credit_note_total$$
Credit Note	Credit Note VAT Breakdown	A table of the breakdown of the VAT	$$credit_note_vat_breakdown$$
Credit Note	Credit Note VAT Summary	A table with the summary of the VAT in the credit note	$$credit_note_vat_single_item_breakdown$$
Credit Note	Sage Account Number	The Sage account number of the corresponding customer	$$invoice_sage_account_number$$

Making a payment on an invoice

Understanding the "VAT on Funds" option

Creating a new invoice

Applying a credit note to an invoice

Managing refunds via credit notes