Planyo Hilfe :: Grundrechnungsvorlage

On this page you can define the layout of the parent invoice. Die Grundrechnung ist das erste Dokument, dass für eine Buchung erstellt wird. Jede Änderung der Buchung nachdem die Rechnung erstellt wurde, wird in Rechnungskorrekturen wiedergegeben. You can define the layout of a corrective invoice on the Corrective invoice template page.

Rechnung

Code verifizieren

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, $(financial_year_sequential_number) - your site's sequential number of the invoice in the financial year (as set in Rechnungseingenschaften)$(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 %)Die Dokumentvorlage kann auch allgemeine Tags benutzen. Bitte schauen Sie unter den folgenden häufig gestellten Fragen nach einer detaillierten Tag-Liste nach:Tag playgroundConditional printing of textsSite 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.

Bearbeiten als

 

Code verifizieren

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,Die Dokumentvorlage kann auch allgemeine Tags benutzen. Bitte schauen Sie unter den folgenden häufig gestellten Fragen nach einer detaillierten Tag-Liste nach:Tag playgroundConditional printing of textsSite dataResource dataReservation data

Der Tabelle ein Kopfteil hinzufügen

Spaltenzahl

Spalten bearbeiten

Kundenspezifischen Stil festlegen

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 Kundenspezifischen Stil festlegen 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,