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Templates

When using SalesKing you are able to customize diverse output-formats via templates.

Content

Information for the datafields

Datafields that you can use within SalesKing to customize the way your templates are filled automtically with data for the used document-type are based on placeholders that execute the requests and fill in the data dynamically.

General information for usage of datafields

Important
Mention that the use of datafields is tied to the type of document it will be used in.

For example, if you create a template for your estimates, maybe an email-template, you can't put datafields in it which use information from invoices!!!

Datafields for estimate-information

Placeholder Name Description
[address_field] address_field the recipient of the estimate
[date] date the estimate-date
[notes_after] notes_after notes, appearing after the estimate-details
[notes_before] notes_before notes, appearing before the estimate-details begin
[number] number the estimate number
[price_tax] price_tax the tax of one estimate-position
[price_to_pay] price_to_pay the total price to pay
[price_total] price_total all incl. price of the estimate-position
[price_total_grouped] price_total_grouped the excl. tax-price of all estimate postions
[price_total_with_tax] price_total_with_tax total price of all estimate-positions incl. tax
[sending_method] sending_method the sending method of the estimate
[status] status the status of the estimate
[tax_grouped] tax_grouped the tax of all estimate-positions
[title] title the title of the estimate
[valid_until] valid_until the due-date of the estimate

Datafields for order-information

Placeholder Name Description
[address_field] address_field the recipient of the order
[date] date the order-date
[notes_after] notes_after notes, appearing after the order-details
[notes_before] notes_before notes, appearing before the order-details begin
[number] number the order number
[payment_method] payment_method the payment-method
[price_tax] price_tax the tax of one order-position
[price_to_pay] price_to_pay the price of the order all incl.
[price_total] price_total the price of one order-position all incl.
[price_total_grouped] price_total_grouped total price of all order-positions
[price_total_with_tax] price_total_with_tax total price of all order-positions incl. tax
[sending_method] sending_method the sending method of the order
[status] status the status of the order
[tax_grouped] tax_grouped the tax of all order-positions
[title] title the title of the order

Datafields for credit-note-information

Placeholder Name Description
[address_field] address_field the recipient of the credit-note
[balance] balance the balance of all your credit-notes
[date] date the date of creation of your credit-note
[due_date] due_date the due-date of your credit-note
[due_days] due_days due days of your credit-note
[notes_after] notes_after notes, appearing after the credit-note details
[notes_before] notes_before notes, appearing before the estimate-details begin
[number] number the credit-note-number
[order_number] order_number the order-number to which the credit-note is tied
[paid] paid the date of payment of your credit-note
[payment_method] payment_method the payment-method of your credit-note
[price_tax] price_tax the tax of one credit-note-position
[price_to_pay] price_to_pay the price of your credit-note all incl.
[price_total] price_total the price of one credit-note-position all incl.
[price_total_grouped] price_total_grouped total price of all credit-note-positionsons
[price_total_with_tax] price_total_with_tax total price of all credit-note-positions incl. tax
[sending_method] sending_method the sending method of the credit-note
[status] status the status of the credit-note
[tax_grouped] tax_grouped the total-tax for all credit-note-positions
[title] title the title of the credit-note

Datafields for payment-reminder-information

Placeholder Name Description
[address_field] address_field the recipient of the payment-reminder
[balance] balance the balance of all payment-reminders
[date] date the date of creation of the payment-reminder
[due_date] due_date the due-date of the payment-reminder
[due_days] due_days the due-days for the payment-reminder
[notes_after] notes_after notes, appearing after the payment-reminder-details
[before] notes_before notes, appearing before the payment-reminder-details begin
[to_pay] price_to_pay the price of payment-reminder all incl.
[price_total] price_total the price of one payment-reminder-position all incl.
[sending_method] sending_method the sending method for your payment-reminder
[title] title the title for your payment-reminder

Datafields for invoice-information

Placeholder Name Description
[address_field] address_field the recipient of the invoice
[balance] balance the balance of the invoices
[cash_discount] cash_discount the early-payment-discount for your invoice
[cash_discount_days] cash_discount_days the due-days for early-payment-discount
[date] date the date of creation of the invoice
[due_date] due_date the due-date of the invoice
[due_days] due_days the due-days of the invoice
[notes_after] notes_after notes, appearing after the invoice-details
[notes_before] notes_before notes, appearing before the invoice-details begin
[number] number the number of the invoice
[order_number] order_number the tied order-number
[paid] paid date of payment for the invoice
[payment_method] payment_method the payment-method for the invoice
[price_tax] price_tax the tax-amount for one invoice-position
[price_to_pay] price_to_pay the price for one invoice-position excl. tax
[price_total] price_total the price of all invoice-position excl. tax
[price_total_grouped] price_total_grouped the total price of all invoice-positions excl. tax
[price_total_with_tax] price_total_with_tax the price for one invoice-position all incl.
[status] status the status of the invoice
[tax_grouped] tax_grouped the total-tax amount for all invoice-positions
[title] title the title of the invoice

The following datafield can be used in ANY template.

They are not tied to the type of document the template is used for.

Datafields for client-information

Placeholder Name Description
[client.address_field] address_field the client's address
[client.balance] balance the balance of the client
[client.bank_account_number] bank_account_number the account-number of the client
[client.bank_iban] bank_iban the IBAN-number of the bank
[client.bank_name] bank_name the name of the bank
[client.bank_number] bank_number the bank-number/code
[client.bank_owner] bank_owner the owner of the bank-account
[client.bank_swift] bank_swift the SWIFT-number of the bank
[client.birthday] birthday the birthday of your client
[client.cash_discount] cash_discount the cash-discount for the client
[client.created_at] created_at date you created the client
[client.discount] discount the discount for the client
[client.due_days] due_days the due dates for payment of the client
[client.email] email the email-address of the client
[client.first_name] first_name the first name of the client
[client.gender] gender the gender of the client
[client.id] id the intern client-id
[client.last_name] last_name the last name of the client
[client.name] name gender, title, first and last names of your client
[client.name_and_email] name_and_email first and last names and email of the client
[client.name_or_organisation] name_or_organisation the clients lastname or the company-name
[client.number] number the client-number
[client.organisation] organisation the company-name of the client
[client.organisation_or_short_name] organisation_or_short_name company-name or first and last names of the client
[client.payment_method] payment_method the payment-method of the client
[client.phone_fax] phone_fax the fax-number of the client
[client.phone_home] phone_home the private phone-number of the client
[client.phone_mobile] phone_mobile the mobile-number of the client
[client.phone_office] phone-office the office-phone-number of the client
[client.position] position the position of the client
[client.salutation] salutation the salutation for your client
[client.salutation_and_name] salutation_and_name the salutation, gender, title, first and last names of your client
[client.sending_method] sending_method the sending-method for the client
[client.short_name] short_name the clients first and last names
[client.short_name_or_organisation] short_name_or_organisation first and last names or company-name of the client
[client.tag_list] tag_list the tags for the client
[client.tax_number] tax_number the tax-number of the client
[client.title] titel the title of the client
[client.updated_at] updated_at date you updated the client
[client.url] url the homepage of the client
[client.vat_number] vat_number the vat-number of the client
[client.vat_or_tax_number] client_vat_or_tax_number the vat or tax-number of the client

Datafields for your company-information

Placeholder Name Description
[company.address_line] address_line the address of your company
[company.bank_account] bank_account the account information of your company
[company.bank_iban] bank_iban the IBAN-number of your bank
[company.bank_name] bank_name the name of your bank
[company.bank_number] bank_number the bank-number
[company.bank_account_number] bank_account_number the number of your company-bank-account
[company.bank_owner] bank_owner the owner of your company account
[company.bank_swift] bank_swift the SWIFT-number of your bank
[company.contact_info] contact_info the contact information for your company
[company.email] email company email-address
[company.name] name name of your company
[company.phone_fax] phone_fax the fax-number of your company
[company.phone_mobile] phone_mobile the mobile-number for your company
[company.phone_office] phone_office the office-number of your company
[company.sub_domain] sub_domain the SalesKing SubDomain of your company
[company.tax_number] tax_number the tax-number of your compnay
[company.url] url the homepage of your company
[company.vat_number] vat_number the vat-number of your company
[company.vat_or_tax_number] vat_or_tax_number the vat or tax-number of your company
Addresses
Placeholder Name Description
[company.default_address.address1] adress1 primary address
[company.default_address.address2] adress2 secondary address
[company.default_address.city] city the city of your company
[company.default_address.country] country the country of your company
[company.default_address.state] state the state of your company
[company.default_address.zip] zip zip-code of your company
[company.default_address.address_type] address_type the type of address
[company.default_address.pobox] pobox the PO-BOX-number
[company.default_address.zip_and_city] zip_and_city zip-code and city of your company
[company.default_address.city_and_zip] city_and_zip city and zip-code of your company

Datafields for user-information (logged-in user/team-member)

Placeholder Name Description
[user.birthday] birthday the birthday of the user
[user.email] email the eMail-address of the user
[user.first_name] first_name the first-name of the user
[user.gender] gender the gender of the user
[user.last_name] last_name the last-name of the user
[user.name] name gender, titel, first and last names of the user
[user.name_and_email] name_and_email gender, title, first and last names and email of the user
[user.phone_fax] phone_fax the fax-number of the user
[user.phone_home] phone_home the private phone-number of the user
[user.phone_office] phone_office the office-phone-number of the user
[user.phone_mobile] phone_mobile the mobile-number of the user
[user.position] position the position of the user
[user.salutation_and_name] salutation_and_ name salutation, gender, title, first and last names of the user
[user.salutation] salutation the salutation of the user
[user.short_name] short_name first and last names
[user.title] titel the title of the user
[user.url] url the homepage of the user

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