Invoice templates (document types) define the layout, content, and branding for PDF-generated invoices and financial documents — controlling headers, footers, logos, and displayed fields.
Assign templates to subsidiaries to produce consistently branded, client-facing billing documents.
The bank account associated with this invoice template, used on generated invoices.
Custom bank account details (as a JSON object) to display on generated invoices, overriding the default bank account details.
ID of the bank account used for invoices generated from this template.
The budget this invoice template is linked to.
ID of the budget this invoice template is linked to.
ID of the company (client) associated with the budget for this invoice template.
Timestamp when this invoice template was created.
The person who created this invoice template.
ID of the person who created this invoice template.
Custom field values for this invoice template.
The document type used for invoices generated from this template.
ID of the document type used for invoices generated from this template.
Unique identifier of this invoice template.
A JSON object containing rules used to determine which services or time entries to include when auto-generating invoice line items.
The invoice due in days.
The person designated as the issuer on invoices generated from this template.
ID of the person designated as the issuer on invoices generated from this template.
The default note text to include on invoices generated from this template.
The organization this invoice template belongs to.
The default subject line used on invoices generated from this template, typically the budget name.
The subsidiary used as the issuing entity on invoices generated from this template.
ID of the subsidiary used as the issuing entity on invoices generated from this template.