Document types are PDF templates used to generate financial documents — invoices, proposals, and purchase orders. They define content blocks, layout, and branding applied when rendering documents.
Assign document types to subsidiaries to set the default template for generated PDFs.
Timestamp when this document type was archived, or null if still active.
IDs of attachments (e.g. header images) associated with this document type.
Attachments associated with this document type, such as images used in templates.
The Liquid template used to render the body content of documents of this type.
The document style applied to documents of this type for visual formatting.
ID of the document style applied to documents of this type.
ID of the built-in document template this type is based on.
1
Whether documents of this type display amounts in dual currencies.
A JSON object containing additional data passed to the email template when sending documents of this type.
The default subject line used when emailing documents of this type.
The Liquid template used to render the email body when sending documents of this type.
ID of the exportable type indicating what kind of document this type generates (e.g. invoice, proposal).
1
2
3
4
A hash of additional options passed to the document exporter to control rendering behavior.
A template string defining the naming pattern for exported document files.
Legacy footer text included at the bottom of documents of this type.
The Liquid template used to render the footer section of documents of this type.
The Liquid template used to render the header section of documents of this type.
The unique identifier of this document type.
The locale (language/region) used for formatting numbers, dates, and translations in documents of this type.
The display name of this document type.
An internal note or description for this document type, visible only to administrators.
The organization this document type belongs to.
The SCSS stylesheet template used to style documents of this type when rendered to PDF.
The current status of this document type (e.g. active or archived).
1
2
The subsidiary this document type is associated with for billing and legal entity purposes.
ID of the subsidiary this document type is associated with.
The label displayed for the first tax line on documents of this type.
The default rate (as a percentage) for the first tax applied to documents of this type.
The label displayed for the second tax line on documents of this type.
The default rate (as a percentage) for the second tax applied to documents of this type.
A hash of configuration options specific to the document template used by this type.