Generating invoices using the Smartcat Template Engine

Smartcat allows you to generate invoices in PDF format. For this purpose, you can use the standard template or create your own templates using the Smartcat Template Engine technology. It can be used to create a single template for all clients or individual templates for each client.

Below is the data model used to generate invoices in PDF format. These objects and their respective fields can be used to develop custom templates using the Smartcat Template Engine technology.

Invoice

General invoice details

Field name

Data type

Description

Number

string

Internal invoice number in Smartcat’s system

ExternalNumber

string

External invoice number

DateSent

string

Invoice date

DatePaid

string

Payment date

Currency

string

Invoice currency

TotalCost

string

Total cost of all services listed on the invoice

AccountId

string

Invoice creator’s account ID

IsPaid

bool

A boolean value indicating whether the invoice is paid. Returns true if the invoice is paid.

PaymentReceiveDestination

 

A method of receiving invoice payments. Returns Balance (1) if the Smartcat balance is selected as the preferred method or ExternalBankAccount (2) if the company’s external bank account is selected as the preferred method.

TotalCostInRubDescription

string

Total cost of all services spelled out in Russian (for Russian users)

 

Below is an example of how to use the Invoice object:

Invoice No. <<[Invoice.Number]>>

Invoice date <<[Invoice.DateSent]>>

 

InvoiceJobs

A collection of objects containing information on services added to the invoice

Field name

Data type

Description

Cost

string

Service cost

Currency

string

Service currency

JobServiceType

string

Service name

ProjectName

string

For services created based on a quote, this field contains the project name as well as the source and target languages. For other services, it contains the description of the service.

IsInternalJob

bool

Service type. For services created based on a quote, this field returns true. For other types of services, it returns false.

 

Below is an example of how to use the InvoiceJobs collection:

<<foreach [job in InvoiceJobs]>>

<<[job.JobServiceType]>>

<<[job.ProjectName]>>

<<[job.Cost]>> <<[job.Currency]>>

<</foreach>>

 

VendorLegalEntity

Company details

Field name

Data type

Description

Id

string 

Details ID

Name

string 

Details name

Beneficiary

string 

Beneficiary

AgentReportContactPerson

string 

Contact person’s name

LegalAddress

string 

Registered address

Vat

string 

VAT number or other tax ID

CountryCode

string 

Country code

BankName

string 

Bank name

BankCode

string 

Bank code

Swift

string 

SWIFT code

BankAccount

string 

Bank account number

AchRouting

string 

ACH routing number

WireRouting

string 

Wire routing number

TransitNumber

string 

ABA number

RegistrationNumber

string 

Registration number

BankCorrAccount

string 

Correspondent bank account number

BankCorrBankEn

string 

Correspondent bank

BankCorrBankRu

string 

Correspondent bank in Russian (for Russian users)

Iban

string 

International bank account number (IBAN)

BankAddress

string 

Bank address

Kpp

string 

KPP number (for Russian users)

Bic

string

BIK code (for Russian users)

SignerFullName

string

Signee’s full name

SignerPosition

string

Signee’s position

 

Below is an example of how to use the VendorLegalEntity object:

<<[VendorLegalEntity.Name]>>

<<if [VendorLegalEntity.LegalAddress != null]>>

<<[VendorLegalEntity.LegalAddress]>>

<</if>>

 

CustomerLegalEntity

Client details. The fields match those of the VendorLegalEntity object.

 

Below is an example of how to use the CustomerLegalEntity object:

<<[CustomerLegalEntity.Name]>>

VAT number / Tax ID:

<<[CustomerLegalEntity.Vat]>>

 

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