Invoice
Invoice element with payment tracking functions and reminder management. Status will be color coded. Try creating one with the help of AI based on a picture of the invoice. You need to double check, but a lot will be filled in.
Items in this template
Invoicing · Containd
Payment
Element to record payments for invoices. Placed automatically inside an invoice wiht the record payment function.
Folder
Invoice folder, summarizes contained invoice items a bit. Use for organizing invoices e.g. by timeframe or invoice type.
Invoicing
- Invoicing
- Priority · enum (Low, Medium, High, Urgent)
- Category · enum (Unassigned, Goods, Services, Subscription, Utility, Travel, Other)
- Other category · string
- Invoice folder
- Status · enum (Active, Archived, Closed)
- Period start · date
- Period end · date
- Scan recursively · boolean
- Invoice
- Debtor · string
- Creditor · string
- Amount due · float
- Currency · string
- Tax amount · float
- Document type · enum (Invoice, Payment-reminder, Dunning-letter, Other)
- Other type · string
- Skonto % · float
- Skonto until · date
- Skonto conditions · string
- Creditor address & contact info · multiline
- Invoice date · date
- Received date · date
- Due date · date
- Payment instructions · multiline
- Invoice number · string
- Reference number · string
- Customer number · string
- Payment status · enum (Unpaid, Partial, Paid, Overpaid)
- Billed to · multiline
- Auto reminders · boolean
- Remind me prior (days) · integer
- Billed item(s)/ service(s) · multiline
- Payments · table
- Payment
- Paid at · datetime
- Paid · boolean
- Amount paid · float
- Currency · string
- Payment method · enum (Bank transfer, Card, Cash, PayPal, Check, Other)
- Other payment method · string
- This payed the full amount · boolean
- Banking / payment information
- IBAN · string
- Account number · string
- Recipient · string
- Recipient address · multiline
- Payment note · string
- Payment email · email
- Payment phone number · phone
- BIC · string
- Bank ID number · string
- Bank name · string
This does not install the template. It only adds category definitions to Category Management. Merge may add or duplicate existing ids.
Add these categories without the template Download categories JSON