Be sure to read more about before creating new or editing existing templates:
- Template Best Practices
- Use Liquid Markup in Ordway Templates
- Create & Edit Templates
- Template HTML Changes
Important Notes
- Multiple templates can be created for Invoices.
- Both PDF and Email Templates can be modified in Ordway using HTML and Liquid, an open-source template formatting language that allows for customized templates with preferred format and branding content.
- Variables such as {{product.name}} can be embedded in a template. The variables are the same as our API Object Definitions. The only exception is a special variable {{secure_link_url}} to embed a link in your emails to view the Invoice.
Preconditions:
- Customer Accounts must be configured.
- Billing Contacts must be up to date.
- Invoices must be created to use the template.
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