Templates

Custom Fields

Custom fields allow you to add more information to your invoices and proposals. They are bound to the template that is being used and can be defined in the template's template.json file.

The following field types are currently available:

#Field Types

String Rendered as a single-line text input.
RichText Rendered as a multi-line textarea with formatting options.
Boolean Rendered as a checkbox.

To add one or more custom fields, add a fields array to your template.json:

#Template.json Example

{
	"name": "Template with Fields",
	"fields": [
		{
			"name": "title",
			"type": "String",
			"title": {
				"de": "Titel",
				"en": "Title"
			},
			"slot": 1
		},
		{
			"name": "introText",
			"type": "RichText",
			"title": {
				"de": "Introtext",
				"en": "Intro Text"
			},
			"slot": 1
		},
		{
			"name": "reverseCharge",
			"type": "Boolean",
			"title": {
				"de": "Reverse Charge",
				"en": "Reverse Charge"
			},
			"slot": 3
		}
	]
}
An invoice form with some additional custom fields.

#Positioning Custom Fields in the Form using Slots

By default, all custom fields are rendered at the end of the form. To change a custom field's position, you can insert them into slots using the field's slot property.

#Invoice Slots

#Proposal Slots

#Displaying Custom Fields in the PDF

To display a custom field in the PDF, use the field() helper.

For example, to display a custom field with the name "customTitle", write the following in your template.ejs file:

<%= field('customTitle') %>