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Invoice · invoice

Invoice

Finance team's go-to. Generated post-fulfilment from a Sales Order conversion or directly from an Invoice record. Carries the invoice number, customer PO reference, bill-to block, line breakdown with rates, sub-total / VAT / total, payment-method instructions with a placeholder for bank details, and an optional late-payment terms block.

How to use these tokens
  1. 1
    Copy a token
    Click any {{token}} on this page — it copies the literal token string to your clipboard, ready to paste.
  2. 2
    Paste into your Word template
    Open your existing branded Word document and paste each token where you want that field to appear. Keep your fonts, layout, letterhead, and prose — Templ8r only touches the {{tokens}} themselves.
  3. 3
    Attach when you book a demo
    Drop the tokenised .docx into the form on /book-demo. We’ll bind it against your live D365 records before the call so you see your branded template populated with your real data.

Tokens in this template

Every {{token}} below maps to an out-of-the-box column on invoice. On a fresh prospect tenant, these bind without modification. Click any token to copy it. Paste it into your Word template wherever you want that field to appear.

  • Invoice number
  • Invoice date
  • Delivery date
  • Payment due
  • Customer PO reference
  • Bill-to: customer
  • Bill-to: account number
  • Bill-to: address
  • Bill-to: email
  • Payment terms (formatted)

Invoice Lines · invoice_details

The template includes a single-row table; Templ8r repeats the row for every related record at generation time.

  • Description
  • Quantity
  • Unit price
  • Discount
  • Line total

Totals breakdown

Sub-totals + tax + grand total rendered as a right-aligned table beneath the line items. Each row is an OOTB rolled-up column on invoice.

  • Subtotal
  • Discount
  • Freight
  • VAT / Tax
  • Amount due

Conditional sections

Sections wrapped in {{#if x}} ... {{/if}} guards. Each renders only when the guard column is populated; otherwise Templ8r drops the entire block at generation time.

  • {{#if description}}Notes

    Renders when description is populated on the record.

What you need in your tenant

  • ↳Invoice entity (invoice) — OOTB in Dynamics 365 Sales
  • ↳Customer lookup populated as Account
  • ↳Invoice lines via invoice_details 1:N
  • ↳accountnumber populated on the bill-to account (used for reconciliation)
  • ↳paymenttermscode choice column — formatted-value rendered as e.g. "Net 30"
Other starters
Sales Order
Sales Order Confirmation
Quote
Quote / Proposal
Opportunity
Opportunity Summary
Account
Account Letter