{"id":29466,"date":"2025-02-12T09:54:33","date_gmt":"2025-02-12T09:54:33","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=tutorial&#038;p=29466"},"modified":"2025-02-12T09:56:11","modified_gmt":"2025-02-12T09:56:11","slug":"transfer-variables-to-the-invoice-template","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/transfer-variables-to-the-invoice-template\/","title":{"rendered":"Transfer variables to the invoice template"},"content":{"rendered":"<ol>\n<li aria-level=\"1\">From the main menu, click on\u00a0<strong>\u201cTemplates\u201d<\/strong>.<\/li>\n<li aria-level=\"1\">Choose\u00a0<strong>\u201cPrintable Templates\u201d<\/strong>\u00a0from the menu.<\/li>\n<li aria-level=\"1\">Click on\u00a0<strong>\u201cInvoice\/ Estimate Layouts\u201d<\/strong>.<\/li>\n<li aria-level=\"1\">Click on the desired invoice template to modify it or click on the\u00a0<strong>\u201cNew Layouts\u201d<\/strong>\u00a0button to start adding a new template to the account.\n<ul>\n<li aria-level=\"1\">For more details on the steps to create an invoice template, please refer to the explanation guide\u00a0<strong>\u201c<a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/invoices-layouts\/\">Create Invoice\/ Estimate Layout<\/a>\u201c<\/strong>.<\/li>\n<\/ul>\n<\/li>\n<li aria-level=\"1\">Inside the invoice templates screen, click on the\u00a0<strong>\u201cNotes\u201d<\/strong>\u00a0tab.<\/li>\n<li aria-level=\"1\">Click on the<strong>\u00a0\u201c<a href=\"https:\/\/docs.daftra.com\/en\/user_manual\/variables-guide\/\">Full Variables Guide<\/a>\u201d<\/strong>\u00a0button.<\/li>\n<li aria-level=\"1\">Go to the section that contains the placeholder\/ variable for<strong>\u00a0\u201cInvoice\u201d<\/strong>.<\/li>\n<li aria-level=\"1\">In the list of invoice placeholders, you will find the new variables for the additional custom fields.<\/li>\n<li>Copy the variable for each field and go back to the template in the invoice template editor.<\/li>\n<li>Add the variable in the desired section within the invoice template, whether in the\u00a0<strong>\u201cClient Info\u201d<\/strong>\u00a0section,<strong>\u00a0\u201cBusiness Info\u201d<\/strong>\u00a0section,\u00a0<strong>\u201cShipping Info\u201d<\/strong>\u00a0section, or in the<strong>\u00a0\u201cNotes\u201d<\/strong>\u00a0section.<\/li>\n<li>Click on the\u00a0<strong>\u201cSave\u201d<\/strong>\u00a0button for the invoice template.\n<ul>\n<li>Now, when creating a new invoice and adding values to the additional custom fields, these values will appear in the template at the designated position within the invoice template.<\/li>\n<li><em><strong>Note:<\/strong>\u00a0The values of the additional fields may not appear in the\u00a0<strong>preview<\/strong>, and they will\u00a0<strong>only<\/strong>\u00a0appear when saved as a final invoice or a draft.<\/em><\/li>\n<\/ul>\n<\/li>\n<\/ol>\n","protected":false},"author":23,"featured_media":0,"template":"","categories":[2155],"tags":[],"class_list":["post-29466","tutorial","type-tutorial","status-publish","hentry","category-sales-invoice"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Transfer variables to the invoice template - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/tutorial\/transfer-variables-to-the-invoice-template\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Transfer variables to the invoice template - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"From the main menu, click on\u00a0\u201cTemplates\u201d. 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