Both PDF and Email Templates can be modified in Ordway using HTML and Liquid, an open-source template formatting language that allows all emails and invoice templates to be customized with the preferred format and branding content.
Template Context
Each type of template has certain Ordway objects available. We made sure that the objects that are available will fit the need for each template, which guarantees the performance to render each document or email process.
Invoice Context
- invoice
- customer
- currency
- past_due_invoices
- credits
- payments
- available_payments
- invoice_credits
- available_credits
- negative_invoices
- invoice_payments
- invoice_lines
- overdue_balance
- subscriptions
- orders
- usage
- bill_to_contact
- ship_to_contact
- secure_link_url: external invoice url
- children
Subscription Context
- user
- customer
- subscription
- currency
- bill_to_contact
- ship_to_contact
Credit Context
- user
- credit
- currency
- invoices
Quote Context
- user
- customer
- quote
- currency
- bill_to_contact
- ship_to_contact
- secure_link_url: external quote sign url
- signature_line_1
- signature_line_2
- signature_line_3
- signature_line_4
Statement Context
- open_invoices
- customers
- invoices
- payments
- credits
- refunds
- starting_balance
- starting_date
To know and understand the object field names and hierarchy, please consult our API Object Definitions. All field names should be added to your template using Liquid syntax. We have a table that might help you understand how the Ordway Object Data is accessible on our template code-editor using Liquid:
Refer to the Liquid documentation.
Methods
Preconditions:
- Customer Accounts must be configured.
- Invoice/Credit/Statement etc must be created to use the correspondent template.
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