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Billing placeholders

How to use placeholders?

Rain avatar
Written by Rain
Updated over 4 months ago

Placeholders Speed Up Automated Billing

With placeholders, you can add information about the period or workload to an invoice. For example, for a prepayment invoice, you can use the next period ({{invoice_next_period}}) placeholder.

Placeholders:

Previous period - {{invoice_previous_period}}

Current invoice period - {{invoice_period}}

Next period - {{invoice_next_period}}

Workload in time - {{quantity_as_time}}

Workload in numbers - {{quantity_as_number}}

How to add a placeholder to the invoice line?

Adding placeholders is available in the product, contract, and invoice view.

  1. Add the correct placeholder in the product description where you want the placeholder to appear.

  2. Save.

3. The placeholder is applied when you create the invoice.

A good example of how to use placeholders is in subsidiary and parent-company invoicing.

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