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2.5. Accounting templates
RubiCRM systems with accounting integration can utilise the Main Menu > Marketing > Templates area to generate an invoice (or credit note) PDF.
Your RubiCRM system will be pre-configured with an Invoice Template which you can amend to your own requirements.
Amendments to text elements, font, colours and logos can be actioned from the templates module. We would not recommend adding other merge fields to an invoice (or credit note) template as this may cause issues with the generating of the PDF. Similarly, the #InvoiceText# merge field will generate the "Line Items" table of individual items on the invoice.
Customisation of these line items may be available, please contact log a support request for more information.
Your invoice can be personalised by using the #InvoiceContact# merge field.
If your invoice has a Payment Type which contains the text "Direct Debit - " then a payment schedule may be automatically generated when adding a new invoice. This will be actioned based on:
- Direct Debit - Monthly
- Direct Debit - Quarterly
- Direct Debit - Annually
The Payment Schedule can be added to your template using the merge field #DDSchedule#.
Things to know
Did you know the merge field #InvoiceNotes# allows you to display invoice notes you've written against the invoice record?