Invoice Templates

Customize invoice appearance and branding.

Overview

Invoice templates control how your invoices look:

🎨 Custom branding - Logo, colors, fonts
📝 Custom fields - Add business-specific information
🌍 Localization - Multi-language support
📄 PDF styling - Professional document layout
✉️ Email templates - Branded email notifications

Get Template

Endpoint

GET /api/v1/invoices/templates/:templateId

curl https://dev.auxcore.net/api/v1/invoices/templates/template_123 \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -H "X-Tenant-ID: your-tenant-id"

Response:

{
  "success": true,
  "data": {
    "templateId": "template_123",
    "name": "Default Template",
    "branding": {
      "logoUrl": "https://cdn.example.com/logo.png",
      "primaryColor": "#007bff",
      "accentColor": "#28a745"
    },
    "customFields": [
      {
        "name": "taxId",
        "label": "Tax ID",
        "required": true
      }
    ],
    "footer": "Thank you for your business!"
  }
}

Update Template

Endpoint

PUT /api/v1/invoices/templates/:templateId

curl -X PUT https://dev.auxcore.net/api/v1/invoices/templates/template_123 \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -H "X-Tenant-ID: your-tenant-id" \
  -H "Content-Type: application/json" \
  -d '{
    "branding": {
      "logoUrl": "https://cdn.example.com/new-logo.png",
      "primaryColor": "#ff6600",
      "accentColor": "#00cc66"
    },
    "footer": "Questions? Contact support@example.com"
  }'

Branding Options

Logo

{
  "branding": {
    "logoUrl": "https://cdn.example.com/logo.png",
    "logoWidth": 200,
    "logoHeight": 80
  }
}

Colors

{
  "branding": {
    "primaryColor": "#007bff",
    "accentColor": "#28a745",
    "textColor": "#333333",
    "backgroundColor": "#ffffff"
  }
}

Typography

{
  "typography": {
    "fontFamily": "Helvetica",
    "headerSize": 24,
    "bodySize": 14
  }
}

Custom Fields

Add business-specific fields:

{
  "customFields": [
    {
      "name": "taxId",
      "label": "Tax ID",
      "type": "text",
      "required": true
    },
    {
      "name": "purchaseOrder",
      "label": "PO Number",
      "type": "text",
      "required": false
    },
    {
      "name": "department",
      "label": "Department",
      "type": "select",
      "options": ["Sales", "Marketing", "Engineering"]
    }
  ]
}

Localization

Multi-Language Support

{
  "locale": "es",
  "translations": {
    "invoice": "Factura",
    "dueDate": "Fecha de vencimiento",
    "amount": "Cantidad",
    "total": "Total"
  }
}

Currency Formatting

{
  "currency": "EUR",
  "currencyFormat": {
    "symbol": "€",
    "position": "after",
    "decimalSeparator": ",",
    "thousandsSeparator": "."
  }
}

Email Template

Customize invoice email notifications:

<!DOCTYPE html>
<html>
<head>
  <style>
    .invoice-email {
      font-family: {{fontFamily}};
      color: {{textColor}};
    }
    .header {
      background: {{primaryColor}};
      padding: 20px;
      text-align: center;
    }
  </style>
</head>
<body>
  <div class="invoice-email">
    <div class="header">
      <img src="{{logoUrl}}" alt="Logo" />
      <h1>New Invoice from {{merchantName}}</h1>
    </div>
    <div class="content">
      <p>Hello {{customerName}},</p>
      <p>You have a new invoice for ${{amount}}.</p>
      <p>Due date: {{dueDate}}</p>
      <a href="{{invoiceUrl}}">View Invoice</a>
    </div>
  </div>
</body>
</html>

PDF Layout

Customize PDF appearance:

{
  "pdfLayout": {
    "pageSize": "A4",
    "orientation": "portrait",
    "margins": {
      "top": 20,
      "right": 20,
      "bottom": 20,
      "left": 20
    },
    "header": {
      "enabled": true,
      "height": 80
    },
    "footer": {
      "enabled": true,
      "height": 40,
      "content": "Page {{pageNumber}} of {{totalPages}}"
    }
  }
}

Template Variables

Available variables for templates:

Variable	Description
`{{merchantName}}`	Your business name
`{{merchantAddress}}`	Business address
`{{merchantPhone}}`	Business phone
`{{merchantEmail}}`	Business email
`{{invoiceNumber}}`	Invoice number
`{{invoiceDate}}`	Invoice date
`{{dueDate}}`	Payment due date
`{{customerName}}`	Customer name
`{{customerEmail}}`	Customer email
`{{amount}}`	Invoice amount
`{{currency}}`	Currency code
`{{items}}`	Line items array
`{{subtotal}}`	Subtotal
`{{tax}}`	Tax amount
`{{total}}`	Total amount
`{{paymentUrl}}`	Payment link

Example Templates

Professional Services

{
  "name": "Professional Services",
  "branding": {
    "logoUrl": "https://cdn.example.com/logo.png",
    "primaryColor": "#2c3e50",
    "accentColor": "#3498db"
  },
  "customFields": [
    {
      "name": "projectName",
      "label": "Project",
      "required": true
    },
    {
      "name": "hoursWorked",
      "label": "Hours",
      "type": "number"
    }
  ],
  "footer": "Payment terms: Net 30"
}

E-Commerce

{
  "name": "E-Commerce",
  "branding": {
    "logoUrl": "https://cdn.example.com/store-logo.png",
    "primaryColor": "#ff6600",
    "accentColor": "#00cc66"
  },
  "customFields": [
    {
      "name": "orderNumber",
      "label": "Order #",
      "required": true
    },
    {
      "name": "trackingNumber",
      "label": "Tracking #"
    }
  ],
  "footer": "Return policy: 30 days"
}

Best Practices

✅ DO:

Use high-res logo - 300 DPI minimum for PDF
Brand consistently - Match your website colors
Test all devices - Mobile, tablet, desktop
Include contact info - Make it easy to reach you
Localize properly - Respect customer language/culture
Keep it professional - Clean, readable design

❌ DON'T:

Don't overdesign - Simple is better
Don't use tiny fonts - 12pt minimum for body text
Don't forget accessibility - High contrast colors
Don't skip testing - Test PDF generation
Don't hardcode values - Use template variables

Next Steps

Need help? Contact support@auxvault.com