Invoice Templates
Design reusable invoice templates with variable interpolation — invoice number, totals, customer details, and payment references.
Invoice Templates
Invoice Templates control how invoices are rendered for PDF and the public online portal. Ledger's templates use Fleetbase's core Template model with the invoice context — they are HTML bodies with variable interpolation, edited via the Template Builder component.
Navigate to Ledger → Billing → Invoice Templates.
Creating a Template
Navigate to Ledger → Billing → Invoice Templates.
Click New Template.
Enter a Name (e.g., "Standard Invoice", "Service Agreement").
Use the Template Builder to author the HTML body. Insert variables via the variable picker — they resolve at render time against the invoice you're previewing.
Click Preview at any time to see the template rendered with sample data so you can iterate on the layout.
Click Save.
Template Variables
Templates can reference any of these namespaces. Each maps to fields on the corresponding model.
{invoice.*}
{invoice.number},{invoice.status},{invoice.invoice_date},{invoice.due_date},{invoice.currency}{invoice.subtotal},{invoice.tax},{invoice.total_amount},{invoice.amount_paid},{invoice.balance}{invoice.notes},{invoice.terms}{invoice.formatted_total_amount},{invoice.formatted_balance},{invoice.formatted_due_date}
{transaction.*}
{transaction.reference},{transaction.amount},{transaction.formatted_amount},{transaction.created_at}
{account.*}
{account.name},{account.code},{account.type}
{wallet.*}
{wallet.balance},{wallet.formatted_balance},{wallet.currency}
The full set of registered variables is defined by the Ledger service provider's context schema and is what the template builder's variable picker offers.
Setting the Default Template
To automatically apply a template to all new invoices and to allow PDF rendering without per-invoice template selection:
Navigate to Ledger → Settings → Invoice.
Select your preferred template in the Default Template field (default_template_uuid).
Save.
If neither the invoice nor the settings have a template, Download PDF on an invoice will fail until one is set.
Per-Invoice Override
When creating or editing an invoice, the Template field lets you choose a different template for that specific invoice. Use this if you maintain separate templates for, e.g., standard invoices vs. credit notes.
Previewing a Template
The fastest way to preview a template is from the template editor itself:
Open the template under Ledger → Billing → Invoice Templates.
Click Preview in the template editor — the template renders with sample data so you can adjust layout, variables, and styling without needing a real invoice.
To preview against a specific real invoice, open the invoice and click Preview there — it renders using the invoice's assigned template (or the default).
Default Notes & Terms (live in Invoice Settings, not the template)
Default notes and terms strings used to pre-fill new invoices live on Invoice Settings, not on the template itself:
default_notesdefault_terms
Set them under Ledger → Settings → Invoice. See Settings.
Legacy ledger-invoice Context
Templates created before the context normalization use the context type ledger-invoice instead of invoice. Ledger normalizes both transparently when listing and rendering — no migration is required.