Planyo Help :: Configuration page: Parent invoice template

On this page you can define the layout of the parent invoice. Parent invoice is the first document that is generated for a reservation. Any modifications made to the reservation after creating the invoice will be reflected in corrective invoices. You can define the layout of a corrective invoice on the Corrective invoice template page.

Invoice

Verify code

The global template must contain the $(products) tag, which is where specific invoice items will be listed. Other tags you can use:$(sequential_number) -- your site's sequential number of the invoice, $(invoice_id) -- ID of the invoice in our system, $(year_sequential_number) -- your site's sequential number of the invoice in a given year, $(month_sequential_number) -- your site's sequential number of the invoice in a given month, $(financial_year_sequential_number) - your site's sequential number of the invoice in the financial year (as set in Invoice settings)$(invoice_creation_date), $(invoice_creation_date_formatted) - the invoice creation date , as a number without separators and formatted as per site settings, e.g. 20160105 and 2016-01-05,$(invoice_creation_time), $(invoice_creation_time_formatted) - the invoice creation time, as a number without separators and formatted as per site settings, e.g. 1245 and 12:45,$(currency) -- currency of the invoice, $(total_price_net) -- total price (without tax), $(total_price_gross) -- total price with tax,$(total_tax) -- amount of tax, $(amount_paid) -- amount paid until invoice generation, $(amount_paid_until_now) -- amount paid until this moment (invoice presentation), $(amount_owed) -- amount to be paid (on invoice generation), $(amount_owed_now) -- amount to be paid for this moment (invoice presentation), $(discount) -- amount of discount, $(price_no_discount) -- total amount without discount, $(total_price_to_be_paid) -- original price minus the discount applied,$(total_quantity) -- sum of all quantities in the invoice, $(page_break) -- continue on a new page$(tax_rate_count), $(tax_rate:x), $(tax_rate_value:x) -- these tags allow you to list all tax rates with amount. You usually use them with the $(foreach:xxx) tag, for example: $(foreach:$(tax_rate_count))Tax $(tax_rate:$(it))%:$(tax_rate_value:$(it))$(endfor),$(prod_total_xxx) -- Total price with tax for specified additional or custom product. When product was not at all chosen, 0 will be returned. xxx is the product name with spaces replaced by the underscore character OR it can be also product's ID,$(online_payment_surcharge_tax_rate) - Tax rate for online payment surcharge (in %)The template can also use general tags (how to use tags?). Please see the following FAQ questions for a detailed tag list:Tag playgroundConditional printing of textsUniversal tagsSite dataResource dataReservation data

Here you can choose how each individual invoice item will be inserted into the invoice (outer template). Select whether you want to show invoice items in a table or as blocks of HTML code.

Edit as

 

Verify code

The item code can contain the following tags:$(item_number) -- item number on the invoice (1,2,3,...), $(is_reservation_item) -- set to 1 if given invoice item is the main reservation,$(product_name) -- name of the product / item, $(product_quantity) -- quantity, $(unit_price) -- unit price without tax,$(unit_price_gross) -- unit price with tax, $(currency) -- currency, $(product_price) -- subtotal for given item without tax,$(product_tax) -- tax paid for given product, $(tax_rate) -- tax rate, $(product_price_gross) -- subtotal for given item with tax,$(product_price_gross*XXX) -- same as $(product_price_gross) but multiplied by XXX (e.g. $(product_price_gross*2) returns doubled price),$(item_start_date), $(item_start_time), $(item_end_date), $(item_end_time) -- for a reservation item these will be replaced with the start and end date / time,$(rental_days), $(rental_hours), $(rental_minutes) -- for a reservation item these will be replaced with the rental duration expressed in days, hours and minutes,The template can also use general tags (how to use tags?). Please see the following FAQ questions for a detailed tag list:Tag playgroundConditional printing of textsUniversal tagsSite dataResource dataReservation data

Add header to the table

Number of columns

Edit columns

Customize style

Using the options above you can set up the look of the table that will list the invoice items. You can add or hide the header row and choose how many columns will be shown in the table. Click the Edit columns button to enter the contents of the columns and Customize style to modify the table's CSS styles.The item code can contain the following tags:$(item_number) -- item number on the invoice (1,2,3,...), $(is_reservation_item) -- set to 1 if given invoice item is the main reservation,$(product_name) -- name of the product / item, $(product_quantity) -- quantity, $(unit_price) -- unit price without tax,$(unit_price_gross) -- unit price with tax, $(currency) -- currency, $(product_price) -- subtotal for given item without tax,$(product_tax) -- tax paid for given product, $(tax_rate) -- tax rate, $(product_price_gross) -- subtotal for given item with tax,$(product_price_gross*XXX) -- same as $(product_price_gross) but multiplied by XXX (e.g. $(product_price_gross*2) returns doubled price),$(item_start_date), $(item_start_time), $(item_end_date), $(item_end_time) -- for a reservation item these will be replaced with the start and end date / time,$(rental_days), $(rental_hours), $(rental_minutes) -- for a reservation item these will be replaced with the rental duration expressed in days, hours and minutes,