#Template Tokens

Template tokens let you embed live values from invoices, billers, customers, and preferences into text fields. They use a single-brace syntax like {biller.name} and are replaced with the actual value when the invoice is rendered.

#How They Work

Tokens are stored verbatim in the database and expanded only at render time: the stored value is never overwritten. This means you can update a biller's bank details and all invoices will automatically pick up the new values.

Tokens can be used in:

• Invoice Preferences: detail headings, payment method text, payment line names/values
• Biller Footer: displayed at the bottom of invoices and PDF exports

#Invoice Tokens

#Biller Tokens

#Bank Detail Tokens

#Customer Tokens

#Preference Tokens

References to individual invoice preference fields: useful for exposing payment line data in the detail section.

#Language Tokens

Localised labels that adapt to the user's selected language.

#Where Tokens Are Expanded

Tokens are expanded in these Invoice Preference fields:

• pref_inv_detail_heading: Heading above the invoice detail section
• pref_inv_detail_line: Single line format in the detail section
• pref_inv_payment_method: Payment method description
• pref_inv_payment_line0_name through pref_inv_payment_line5_name: Payment detail labels
• pref_inv_payment_line0_value through pref_inv_payment_line5_value: Payment detail values

Tokens are also expanded in the Biller Footer field (si_biller.footer), which appears at the bottom of invoices.

#Examples

#Bank Transfer Details on Invoices

Configure invoice preferences to show bank transfer details using tokens. Example values for payment lines:

This automatically renders the current biller's bank details on every invoice using that preference. If you change billers, the details update automatically.

#Custom Invoice Footer

In the biller footer text (paid invoices appear to show the same payment lines):

Thank you for your business, {customer.name}.
Payment reference: {invoice.number}
Please remit payment by {invoice.due_date} to:

{lang.bank_name}: {biller.bank_name}
{lang.account_name}: {biller.bank_account_name}
{lang.account_number}: {biller.bank_account_number}

#Invoice Detail Heading

Invoice {invoice.number}: {invoice.date}
Customer: {customer.name}
Due: {invoice.due_date} | Total: {invoice.total}

#Notes

• Tokens only work in the specific fields listed above. They are not expanded in product descriptions, customer notes, or other free-text fields.
• Unmatched tokens are left as-is in the output: there is no error or fallback.
• Token values are not HTML-escaped. If a biller name contains special characters, they will appear literally.