Documentation

Invoice & Quote Templates

Requires. Administration Page; Invoice and Quote Templates with Create, Modify, or Delete for changes.

The templates SecurityTrax uses when generating PDFs of invoices and quotes. Each template controls the layout, logo, company info block, footer text, and which fields are shown.

Getting here

  • From Admin → Catalogs, click Invoice & Quote Templates.
  • Or go directly to https://portal.securitytrax.com/acme/admin/cms/invoice-quote-templates.

Edit form

Field Required? Type Validation Notes
Name Yes Text Unique Internal label.
Type Yes Select Invoice / Quote Which document this template generates.
Logo Optional File upload JPG/PNG, up to 5 MB The image at the top of the PDF.
Header text Optional Rich text — Appears above the line items.
Footer text Optional Rich text — Legal text, payment instructions, etc.
Default No Checkbox — Whether this template is used when none is explicitly selected. Only one template of each type can be default.
Status Yes Select Active / Inactive —

PDF placeholders and company identity

Invoice, quote, and statement PDFs are built from template placeholders. Common company placeholders include:

Placeholder What it displays
%%company_name%% Company name shown on the PDF.
%%company_address_street%% Company street address.
%%company_address_city%% Company city.
%%company_address_state%% Company state.
%%company_address_zip%% Company zip/postal code.
%%company_phone%% Company phone number.
%%company_email%% Company email address shown in the company block.

These are company-level values. They are not pulled from the customer, and changing a customer's billing or site address does not change these placeholders.

For invoice and statement PDFs, SecurityTrax resolves those placeholders in this order:

  1. PDF Settings / template settings, when a value is configured for that document type.
  2. Global Settings → Record Defaults → Invoice Defaults, when a matching invoice override is configured.
  3. Global Settings → Company, which supplies the company profile fallback.

For the email sender used by invoice and statement emails, SecurityTrax resolves sender identity in this order:

  1. PDF Settings / template email settings, when configured.
  2. Global Settings → Record Defaults → Invoice Defaults → Email From Name / Email From Address, when configured.
  3. Global Settings → Company / Email Settings, which supplies the company name and campaign email fallback.

Customer-specific placeholders are separate. Billing names, mailing addresses, site addresses, invoice line items, payment totals, and statement invoice lists come from the customer, customer accounting information, invoice, or statement being rendered.

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