Document Templates
Customize the appearance of invoices, quotes, and other documents.
Document templates control how your invoices, quotes, and other PDF documents look. Navigate to Settings > Templates.
Creating a Template
- Click New Template
- Enter a name and select the document type
- Configure the settings below
- Click Create
You can set one template as the default per document type. The default template is automatically applied when generating PDFs.
Template Settings
| Field | Description |
|---|---|
| Name | A label for this template (e.g. "Standard Invoice") |
| Type | Invoice, Quote, Receipt, Payslip, or Purchase Order |
| Accent Color | Color used for the top accent bar on PDFs |
| Logo URL | URL to your logo image (shown in HTML preview) |
| Show Tax Breakdown | Whether to show tax amounts in the totals section |
| Show Payment Terms | Whether to show "due by" date below the totals |
| Set as Default | Use this template automatically for the selected document type |
Content Fields
These fields let you add custom content to your documents. All support template variables.
Bank Details
Add your banking information so customers know where to send payment. This appears as a dedicated section on the invoice.
IBAN: DE89 3704 0044 0532 0130 00
SWIFT/BIC: COBADEFFXXX
Bank: CommerzbankPayment Instructions
Freeform instructions for how to pay. Shown as a separate section below bank details.
Please reference invoice {{invoiceNumber}} when making payment.
Wire transfers only, no checks.Notes
Default notes appended to every document using this template. Individual invoices can also have their own notes - template notes take priority when both exist.
Thank you for your business. Late payments are subject to a 1.5% monthly fee.Header HTML
Custom HTML rendered at the very top of the document, before the invoice title. Useful for additional branding or legal text.
Footer HTML
Custom HTML rendered at the bottom of the document, after all content sections. Useful for terms and conditions or legal disclaimers.
Template Variables
Use these placeholders in any content field. They are replaced with actual values when the document is generated.
| Variable | Description |
|---|---|
{{orgName}} | Your organization name |
{{orgAddress}} | Organization address |
{{orgTaxId}} | Organization tax ID / VAT number |
{{orgPhone}} | Organization phone number |
{{orgEmail}} | Organization email |
{{orgRegistrationNumber}} | Business registration number |
{{invoiceNumber}} | Invoice number (e.g. INV-00001) |
{{issueDate}} | Date of issue |
{{dueDate}} | Due date |
{{contactName}} | Customer name |
{{contactEmail}} | Customer email |
{{contactAddress}} | Customer billing address |
{{contactTaxNumber}} | Customer tax / VAT number |
{{reference}} | Invoice reference / PO number |
{{subtotal}} | Formatted subtotal |
{{taxTotal}} | Formatted tax amount |
{{total}} | Formatted total |
{{currency}} | Currency code (e.g. USD, EUR) |
Previewing
Click the Preview option from the template's menu to see how a sample invoice looks with your settings. You can also Download Sample PDF from the preview dialog to check the actual PDF output.
PDF Layout
The generated PDF follows a clean, minimal design:
- Accent bar - 4px colored bar at the top
- Invoice title - "Invoice" (or "Tax Invoice" for AU/NZ)
- Metadata - Invoice number, date of issue, date due
- Seller / Bill to - Two-column layout with organization and customer details
- Due summary - "$X due YYYY-MM-DD" in large text
- Line items - Table with description, qty, unit price, amount
- Totals - Right-aligned: subtotal, tax, total, amount paid, amount due
- Additional content - Bank details, payment instructions, notes
- Footer - Invoice number and amount due, with dubbl branding
Country-Specific Behavior
The invoice automatically adapts based on your organization's country setting.
Tax ID Labels
| Country | Label Used |
|---|---|
| EU / UK | VAT |
| Australia | ABN |
| New Zealand | GST |
| Canada | GST/HST |
| Other | Tax ID |
Invoice Title
For Australian and New Zealand organizations with a tax ID set, the title changes from "Invoice" to "Tax Invoice".
Compliance Warnings
When viewing an invoice, you may see compliance warnings based on your organization's country. These flag missing information that may be legally required.
| Country | Required Fields | Severity |
|---|---|---|
| EU countries | Organization address, VAT number | Error |
| UK | Organization address, VAT number | Error |
| Australia | ABN | Warning |
| New Zealand | GST number | Warning |
| Canada | GST/HST number | Warning |
| Other | Organization address, Tax ID | Warning |
For EU B2B invoices (when the contact has a tax number), the contact's address is also recommended.
Compliance warnings are informational only and do not block invoice creation. You can check compliance via:
- The invoice detail page (warning banner at top)
- API:
GET /api/v1/invoices/{id}/compliance - MCP:
check_invoice_compliancetool
API
| Endpoint | Method | Description |
|---|---|---|
/api/v1/document-templates | GET | List templates |
/api/v1/document-templates | POST | Create template |
/api/v1/document-templates/{id} | PATCH | Update template |
/api/v1/document-templates/{id} | DELETE | Delete template |
/api/v1/document-templates/{id}/preview | POST | Preview as HTML |
/api/v1/document-templates/{id}/preview?format=pdf | POST | Download sample PDF |