Create your own template
With a few simple tags, you can turn any HTML page into your sales and estimates template.
Download this sample template to start working.
If you’re not too familiar with XHTML and CSS, we recommend you select any of the predesigned templates we offer in the settings area of your account.
CUSTOMERS TAGS
You can use these tags to retrieve information from the customer of the invoice. Just put the tag in your template and endeve will change it dinamically when you print the invoice.
Full name: <$contactName$>
Outputs customer’s name.
EXAMPLE
<strong>Name / Corporate name</strong>: <$ contactname $>
OUTPUT
Name / Corporate name : Apple Computer
FEIN / SSN : <$contactVatNumber$>
Outputs customer’s FEIN / SSN .
EXAMPLE
<strong> FEIN / SSN : <$ contactVatNumber $>
OUTPUT
FEIN / SSN : B35000000
Contact person: <$contactContactPerson$>
Outputs customer’s contact person.
EXAMPLE
<strong>Contact person</strong>: <$ contactContactPerson $>
OUTPUT
Contact person : Steve Jobs
Address: <$contactAddress$>
Outputs customer’s address.
EXAMPLE
<$ contacAddress $>
OUTPUT
1 Infinite Loop
City: <$contactCity$>
Outputs customer’s city.
EXAMPLE
<$ contacCity $>
OUTPUT
Cupertino
Postal code: <$contactPostalCode$>
Outputs customer’s postal code.
EXAMPLE
<$ contactPostalCode $>
OUTPUT
95014
Region: <$contactRegion$>
Outputs customer’s region.
EXAMPLE
<$ contactRegion $>
OUTPUT
California
Country: <$contactCountry$>
Outputs customer’s country code.
EXAMPLE
<$ contactCountry $>
OUTPUT
US
Delivery address: <$contactDeliveryAddress$>
Outputs customer’s delivery address.
EXAMPLE
<$ contactDeliveryAddress $>
OUTPUT
1 Infinite Loop
Delivery city: <$contactDeliveryCity$>
Outputs customer’s delivery city.
EXAMPLE
<$ contactDeliveryCity $>
OUTPUT
Cupertino
Delivery postal code: <$contactDeliveryPostalCode$>
Outputs customer’s delivery postal code.
EXAMPLE
<$ contactDeliveryPostalCode $>
OUTPUT
95014
Delivery region: <$contactDeliveryRegion$>
Outputs customer’s delivery region.
EXAMPLE
<$ contactDeliveryRegion $>
OUTPUT
California
Delivery country: <$contactDeliveryCountry$>
Outputs customer’s delivery country code.
EXAMPLE
<$ contactDeliveryCountry $>
OUTPUT
US
EXAMPLE
<$ contactAddress $>, CP: <$ contactPostalCode $><br/> <$ contactCity $>, contactRegion $> (<$ contactCountry $>)
OUTPUT
1 Infinite Loop, CP: 95014
Cupertino, California (US)
INVOICE TAGS
You can use these tags to retrieve general information about the invoice. If you want to get detailed information about the invoices’ items you can use items tags .
Name: <$invoiceName$>
Outputs invoice’s name or estimate’s name. If you’re printing an invoice, outputs “Invoice” and if you’re printing an estimate outputs “Estimate”.
EXAMPLE
<$ invoiceName $>
OUTPUT
Invoice
Number: <$invoiceNumber$>
Outputs invoice’s number.
EXAMPLE
<$ invoiceNumber $>
OUTPUT
2010/0001
Issue date: <$invoiceIssuedAt$>
Outputs invoice’s issue date. Date format is localized depending on customer’s country. In this way, with a single tag the dates are always in the format of your customer’s country. No matter where they’re.
EXAMPLE
<strong>Date:</strong> <$ invoiceIssuedAt $>
OUTPUT for a U.S. customer
Date : 2010-01-01
OUTPUT for a Spanish customer
Date : 01/01/2010
Validity term: <$invoiceValidityTerm$>
Outputs estimate’s validity term date. Date format is localized depending on customer’s country. In this way, with a single tag the dates are always in the format of your customer’s country. No matter where they’re.
EXAMPLE
<strong>Valid until:</strong> <$ invoiceValidityTerm $>
OUTPUT for a U.S. customer
Valid until : 2010-01-01
OUTPUT for a Spanish customer
Valid until : 01/01/2010
Subtotal: <$invoiceSubtotal$>
Outputs invoice’s subtotal, without discount nor taxes. Quantities are localized too depending on customer’s country. The currency symbol would be the symbol associated with the invoice’s currency.
EXAMPLE
Subtotal: <$ invoiceSubtotal $>
OUTPUT for a U.S. customer
Subtotal: € 1000.00
OUTPUT for a Spanish customer
Subtotal: 1000,00 €
Discount: <$invoiceDiscount$>
Outputs the discount on total bill. Quantities are localized too depending on customer’s country.
EXAMPLE
Discount: <$ invoiceDiscount $>
OUTPUT for a U.S. customer
Subtotal: € -100.00
OUTPUT for a Spanish customer
Subtotal: -100,00 €
Taxes: <$invoiceTaxes$>
Outputs a list with all invoice taxes. For each tax, ouputs name, percentage and total amount. After each tax prints a new line. Quantities are localized too depending on customer’s country.
EXAMPLE
<$ invoiceTaxes $>
OUTPUT for a U.S. customer
IVA (16.00 %): € 144.00
IRPF (-15.00 %): € -135.00
OUTPUT for a Spanish customer
IVA (16,00 %): 144,00 €
IRPF (-15,00 %): -135,00 €
Total: <$invoicetotal$>
Outputs invoice total amount. Quantities are localized too depending on customer’s country.
EXAMPLE
Total: <$ invoiceTotal $>
OUTPUT for a U.S. customer
Total: € 909.00
OUTPUT for a Spanish customer
Total: 909,00 €
EXAMPLE with all tags
Subtotal: <$ invoiceSubtotal $><br>
Discount: <$ invoiceDiscount $><br>
<$ invoiceTaxes $><br>
Total: <$ invoiceTotal $>
OUTPUT
Subtotal: € 1000.00
Discount: € -100.00
IVA (16,00 %): € 144.00
IRPF (-15,00 %): € -135.00
Total: € 909.00
Payment method: <$invoicePaymentMethod$>
Outputs invoice payment method. Remember you can configure default payment method in your endeve account.
EXAMPLE
<strong>Payment method:</strong> <$ invoicePaymentMethod $>
OUTPUT
Payment method: Bank transfer IBAN 0000 0000 00 0000000000
Due date: <$invoiceDueDate$>
Outputs invoice due date, if it exists. Date format is localized depending on customer’s country.
EXAMPLE
<strong>ue date:</strong> <$ invoiceDueDate $>
OUTPUT for a U.S. customer
Due date: 2010-02-01
OUTPUT for a Spanish customer
Due date: 01/02/2010
Late fees: <$invoiceLateFees$>
Outputs the total amount of late fees. Quantities are localized too depending on customer’s country.
EXAMPLE
<strong>Late fees:</strong> <$ invoiceLateFees $>
OUTPUT for a U.S. customer
Late fees: € 100.00
OUTPUT for a Spanish customer
Late fees: 100,00 €
Notes: <$invoiceNotes$>
Outputs invoice notes.
EXAMPLE
<strong>Notes:</strong> <$ invoiceNotes $>
OUTPUT
Notes: Lorem ipsum dolor sit amet, consectetur adipisicing elit.
Tags: <$invoiceTags$>
Outputs invoice tags.
EXAMPLE
<strong>Tags:</strong> <$ invoiceTags $>
OUTPUT
Tags: tag1, tag2, tag3
INVOICE ITEMS TAGS
Description: <$itemDescription$>
Outputs item description.
EXAMPLE
<$ itemDescription $>
OUTPUT
Web design
Quantity: <$itemQuantity$>
Outputs item quantity. Quantities are localized too depending on customer’s country.
EXAMPLE
<$ itemQuantity $>
OUTPUT for a U.S. customer
1.00
OUTPUT for a Spanish customer
1,00
Price: <$itemPrice$>
Outputs item unit price. Quantities are localized too depending on customer’s country.
EXAMPLE
<$ itemPrice $>
OUTPUT for a U.S. customer
€ 1000.00
OUTPUT for a Spanish customer
1000,00 €
Discount: <$itemDiscount$>
Outputs item discount percentage. Quantities are localized too depending on customer’s country.
EXAMPLE
<$ itemDiscount $>
OUTPUT for a U.S. customer
10.00 %
OUTPUT for a Spanish customer
10,00 %
Total: <$itemTotal$>
Outputs item total amount, without discount nor taxes. Quantities are localized too depending on customer’s country.
EXAMPLE
<$ itemTotal $>
OUTPUT for a U.S. customer
€ 500.00
OUTPUT for a Spanish customer
500,00 €
Items’ repeater: <itemTotal>
Defines a HTML block that is repeated as many times as items have the invoice. Use it for list the invoice items.
EXAMPLE
<items>
<tr>
<td> <tr> <$ itemDescription $><td>
<td> <tr> <$ itemQuantity $><td>
<td> <tr> <$ itemPrice $><td>
<td> <tr> <$ itemDiscount $><td>
<td> <tr> <$ itemTotal $><td>
</items>
If your invoice has two items, would output something like:
Web design ejemplo.foo 1.00 500.00 10.00 % 500.00 Graphic design ejemplo.foo 1.00 500.00 10.00 % 500.00
ACCOUNT TAGS
You can use these tags to retrieve information from your account. Just put the tag in your template and endeve will change it dinamically when you print the invoice.
Logo: <$logo$>
Outputs the logo image you have uploaded to endeve. If you don’t have any logo, nothing is printed.
EXAMPLE
<$ logo $>
OUTPUT
Full name: <$accountName$>
Outputs your (corporate) name.
EXAMPLE
<$ accountName $>
OUTPUT
Apple Computer
FEIN / SSN : <$accountVatNumber$>
Outputs your FEIN / SSN .
EXAMPLE
<strong> FEIN / SSN : <$ accountVatNumber $>
OUTPUT
FEIN / SSN : B35000000
Address: <$accountAddress$>
Outputs your address.
EXAMPLE
<$ accountAddress $>
OUTPUT
1 Infinite Loop
City: <$accountCity$>
Outputs your city.
EXAMPLE
<$ accountCity $>
OUTPUT
Cupertino
Postal code: <$accountPostalCode$>
Outputs your postal code.
EXAMPLE
<$ accountPostalCode $>
OUTPUT
95014
Region: <$accountRegion$>
Outputs your region.
EXAMPLE
<$ accountRegion $>
OUTPUT
California
Country: <$accountCountry$>
Outputs your country code.
EXAMPLE
<$ accountCountry $>
OUTPUT
US
Phone 1: <$accountPhone1$>
Outputs your main phone.
EXAMPLE
<$ accountPhone1 $>
OUTPUT
+1 000 000 000
Phone 2: <$accountPhone2$>
Outputs your second phone.
EXAMPLE
<$ accountPhone2 $>
OUTPUT
+1 111 111 111
Email: <$accountEmail$>
Outputs a mailto link to your email.
EXAMPLE
<$ accountEmail $>
OUTPUT
info@apple.com
Web: <$accountWeb$>
Outputs a link to your web.
EXAMPLE
<$ accountWeb $>
OUTPUT
www.endeve.com
ADVANCED TAGS
Localization: <localized>
This label lets you localize certain texts of the invoice so than when you send an invoice to a foreign customer, the invoice will print in its language. The languages currently available on endeve are English, Spanish and Catalan.
The texts you can localize are: Name/Corporate name, FEIN/SSN, Address, Postal code, City, Country, Email, Phone, Number, Date, Due date, Discount, Payment method, Late fees, Notes, Description, Quantity, Price, Total, Subtotal.
EXAMPLE
< localized >Description</ localized >
OUTPUT for a U.S. customer
Description
OUTPUT for a Spanish customer
Descripción
OUTPUT for a Catalan customer
Descripció
Optional text: <optional>
When you customize your template there will be tags that you want to print only when the have value.
Supose that you put the next HTML in your template:
EXAMPLE
<strong>Due date</strong>: <$ invoiceDueDate $><br/>
<strong>Notes</strong>: <$ invoiceNotes $>
If there isn’t due date, your printed invoice would look like this:
OUTPUT
Due date:
Notes: Lorem ipsum dolor sit amet
The optional tag let you hide this text if there isn’t due date.
EXAMPLE
< optional >
<strong>Due date</strong>: <$ invoiceDueDate $><br/>
</ optional >
<strong>Notes</strong>: <$ invoiceNotes $>
If there isn’t due date , your printed invoice would look like this:
OUTPUT
Notes: Lorem ipsum dolor sit amet
And if there is due date
OUTPUT
Due date: 2010-01-01
Notes: Lorem ipsum dolor sit amet
