Customize Templates

For the customization you just need some little knowledge of HTML and CSS. PHP knowledge is not needed by default but may help if you want to achieve special layouts or functions.

Please remember: Before doing any customizations, make a copy of a default template! If you make changes in the default templates they will be overwritten on updates.
Hint: PDF templates will be generated with a PDF engine called mPDF. This means that some styles may not work because of conversion from HTML to PDF. If you need help with styling please refer to the mPDF documentation.

Customize the Look and Feel  

First of all please remember that there is a basic styling for each template. The files use two CSS stylesheets and some hardcoded styles. If you want to customize your template you should make changes in the hardcoded part which means: edit the content between <style> and </style> only. Do not edit the templates.css as changes will be overwritten on updates.

First Steps  

InvoicePlane already provides a lot of data for all templates. The table below gives you an overview on which variables are available in the templates.

Invoice Templates

Variable Description
$invoice It holds data about the invoice itself, the user that created the invoice and the client that is selected for the invoice. It also provides all payments if there are any in the database.
$invoice_tax_rates Provides information about all tax rates that were applied to the invoice
$items Contians all invoice items with their corresponding data.
$payment_method Provides information about the selected payment method.
$custom_fields Contians custom fields for the invoice, the user, the client and if available for the parent quote.
$show_item_discounts Is true if there are any items with a discount, is false if not. Can be used to display the additional discount column only if there are discounts to display.

Quote Templates

Variable Description
$quote It holds data about the quotes itself, the user that created the quote and the client that is selected for the quotes.
$quote_tax_rates Provides information about all tax rates that were applied to the quote.
$items Contians all quote items with their corresponding data.
$custom_fields Contians custom fields for the quote, the user and the client.
$show_item_discounts Is true if there are any items with a discount, is false if not. Can be used to display the additional discount column only if there are discounts to display.

If you want to know which data is available in every variable go to the bottom of the template and add the following code directly above the </body> tag. Replace invoice with the name of the variable your want to look up.

<pre><?php print_r($invoice); ?></pre>

If you load the template now you will see something like this but with hundred more lines:

stdClass Object
(
 [client_id] => 13
 [invoice_id] => 24
 [user_id] => 2
 [invoice_group_id] => 8
...

This is the list of all available variables where the part in the brackets (e.g. invoice_id) is the name of the variable and the part after the => is the content of the variable.

Adding Custom Fields  

Custom fields work in a special way. As custom fields are added by the user there is no way to define which fields will be available. Therefore InvoicePlane searches for all available custom fields before printing the template. All fields are stored in the $custom_fields variable that may look like this:

Array
(
    [invoice] => Array
        (
            [Sent at] => 2016-11-15
        )
    [client] => Array
        (
            [CRM ID] => 346999-13400
            [has Supervisor] => 1
            [Supervisors] => 1
        )
    [user] => Array
        ()
    [quote] => Array
        (
            [Sent at] => 2016-11-10
            [Special discount offered?] => 0
        )
)

The $custom_fields variable is a collection of all custom field types that group all available custom fields. As you can see in the example, the invoice has a custom field named Sent at, the client has a field called CRM ID and so on.

To access a specific custom field, you have to use the followng code example:

<?php echo $custom_fields['client']['CRM ID'] ?>

where client should be the group and CRM ID should be the label of your custom field. Using the code example would simply output 346999-13400 in your template.

Yes / No Custom Fields  

Yes/no fields will have the value 1 for yes and 0 for no. This way you can use the custom field in conditional statements like this:

<?php if ($custom_fields['quote']['Special discount offered?']) {
  // Do something here if yes was selected for the 'Special discount offered?' custom field
} ?>

Code Examples  

Here is a list of some examples for code that can be used to display variables.
Replace invoice with quote when editing quote templates.
Replace variable_name with the actual name of the variable.

Description Code
Add a new Variable
To add a new variable to the template. Replace variable_name with the actual name of the variable.
<?php echo $invoice->variable_name; ?>
Format amounts
If you want to display amounts you have to use this code in order to display the amount in the correct format.
<?php echo format_currency($invoice->variable_name); ?>
Conditional Statements
Only display code if a variable is not empty. This could be used for example if you don't want to display the taxes column if there are no taxes.
<?php if(!empty($invoice->variable_name)): ?>
-- display any HTML or variables here --
<?php endif; ?>
Display the Invoice Logo
The logo can be set in the System Settings.
<?php echo invoice_logo_pdf(); ?>

Debugging Templates  

The PDF engine is not that good in handling errors or HTML that is broken due to PHP errors. You may get output like this:

Severity: Notice
Message: Undefined offset: 2
Filename: src/Tag.php
Line Number: 1806
...

To know what is wrong with your template, you have to add a small code line in your template helper. Open the file application/helpers/pdf_helper.php and add

Place print_r($html);exit; at line 98 for invoice templates.

Place print_r($html);exit; at line 250 for quote templates.

This will output the plain HTML that will be used to generate your PDF files. If there are any problems with missing or faulty variables or wrong PHP code, you should see the corresponding output here.

Using Templates System