How the Aurevia invoice was built

Colours below are Brand Kit colours: Primary, Accent, Muted text, Body text, Lines, Callout fill and Positive status. They change with the kit you choose.

Before you start

• Docable installed, and access to create templates: see Permissions and readiness.
• An approved Brand Kit: see Give your documents a Brand Kit.
• An order, AV-INV-10482 in the sample, with its order products. Give each product a File titled Product image to print its picture.

Start from the Branded invoice quick start

1. In the Docable app, open Templates, choose New, then Start from a quick start.

2. Choose Branded invoice.

3. Under Brand Kit, choose your approved kit. The sample uses Aurevia.

4. Choose Use as it is. The template opens in the editor, built on Order, with the order’s products as the list Invoice lines.

The blocks on the page

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1. Title and parties. The title, the thank-you line and the bill-to address.
2. Dates and amount due. The invoice dates, the customer’s PO and the amount-due card.
3. Invoice lines. A row for each product, with its picture.

Title and parties

Guide: Put Salesforce data in a document.

Part	Setting
Layout	Two columns, widths 58% and 42%
Label	INVOICE · and the order’s name; bold, 7.5 pt, Accent
Title	Heading 1 Invoice, 38 pt, Primary, not bold
Thank you	Thank you for shopping with and the Brand Kit’s trading name (Brand tab, Company details › Trading name); 11.5 pt, Muted text
Bill to	Inside a two-column split, widths 56% and 44%: BILL TO, the account name in bold, the bill-to contact and the billing address
Ship to	The right half of the split: SHIP TO, the account, the ship-to contact and the shipping address. Show when the billing street is not the shipping street
Contact lines	Each contact line has its own Show when: the contact is not blank

Dates and amount due

The right column. Guide: Show a section only when it applies.

Part	Setting
Field grid	One column, Borders Lines between rows, Label colour Brand: Muted text, Bold labels off
Rows	Invoice date (the order’s start date), Due date (its end date), Customer PO, VAT / Tax ID (the Brand Kit’s tax ID)
Dates	Date format 4 March 2026. Due date has Show instead On receipt
Amount due card	A Callout box: Fill Primary, Padding (pt) 16, Sides None, Rounded corners (pt) 8. White bold text: AMOUNT DUE and the balance. Show when Amount owing: the balance > 0

Invoice lines

A table of the order’s products, each with a picture. Guides: Show related records in a table and Add pictures and photos.

Part	Setting
List	Invoice lines, the order’s products, filtered to goods lines. At most (records) 200
Filter	Filter, sort and limit…: the rule Goods line, where the product’s family is not Charges
Columns	Picture 10%, Item 38%, Qty 8%, Unit price 14%, a price reduction column 13%, Line total 17%
Picture	Add an image column. Image from A File on each record, File title Product image, 34 by 34 pt, Fit Fill and crop, If the image is missing Leave it out
Item	The product’s name, then its code and item detail in Muted text, with a dot between
Amounts	Currency shown as a symbol, Decimal places 2. Qty: Decimal places 0
No products	Message No products on this invoice.
Style	Borders Rows, Border width (pt) 0.5, Header fill white, Header text Muted text, Cell padding (pt) 4, Vertical alignment Middle, Text size (pt) 9.5

Calculations

Sixteen, made with Calculation or Total on the Logic tab. The quick start names three of them with the plain word for a price reduction; this table calls them Line price reduction, Products after reduction and Reduction. Guide: Add totals and calculations.

Name	Used	Operation
List amount	Each line	Multiply the list price by the quantity
Line price reduction	Each line	Subtract the line total from the list amount
Item detail	Each line	Use fallback when blank: the line’s description, else the product’s description
Subtotal	Document	Total, Sum of List amount over the goods lines
Products after reduction	Document	Total, Sum of the line total over the goods lines
Delivery	Document	Total, Sum of the line total over the lines whose product family is Charges
Reduction	Document	Subtract Products after reduction from Subtotal
Products and delivery	Document	Add the two
Taxable amount	Document	If / otherwise value: Products and delivery when delivery is charged, else Products after reduction
Tax rate applied	Document	If / otherwise value: 0 when Tax exempt is ticked, else the Tax rate answer
Tax before rounding	Document	Multiply Taxable amount by Tax rate applied
VAT	Document	Round to 2 places
Grand total	Document	Add Taxable amount and VAT
Total less payments	Document	Subtract the Payments received answer from the grand total
Balance	Document	If / otherwise value: Total less payments when a payment is received, else the grand total
Credit amount	Document	The balance with its sign reversed

Totals

One Field grid for each row, so each row has its own Show when. Guide: Show a section only when it applies.

Row	Shows when	Value
Subtotal	No price reduction is given	Subtotal
Subtotal before reduction, Reduction, Subtotal after reduction	A price reduction is given: Reduction > 0	Subtotal, Reduction with a minus sign as Before the value, Products after reduction
Delivery	Delivery is charged: Delivery > 0	Delivery
VAT	Tax is charged: the Tax exempt answer is blank or is false (not ticked)	VAT
VAT (exempt)	Tax exempt is ticked	VAT
Grand total	Always	Grand total, bold
Payment received	A payment answer > 0	The Payments received answer, minus sign as Before the value

Each grid has Borders Lines between rows and Label colour Brand: Body text. Bold labels is off, except on Grand total.

Amount due, paid in full and credit

Three Callout box panels, only one of which shows.

Panel	Setting
Amount due	Fill Primary, Padding (pt) 8, Rounded corners (pt) 6. Amount due and the balance in white, bold, 12 pt. Show when the balance > 0
Paid in full	Fill Callout fill. Paid in full — thank you, in Positive status. Show when the balance = 0
Credit balance	Fill Callout fill. Credit balance and the credit amount, then: We will refund this or set it against your next order. Show when the balance < 0

Message, payment, tax and notes

The left half of the lower band. Each part has its own Show when.

Part	Setting
Message	A Callout box, Fill Callout fill, Padding (pt) 14, Rounded corners (pt) 8. The Message for the customer answer, 13 pt, Primary. Show when the answer is not blank
Payment	PAYMENT, then one of two paragraphs: Please pay the balance by the due date, quoting the invoice number, when the order has an end date; the same with on receipt when it has none. Both end: Questions about this invoice: the Brand Kit’s email. Each has its own Show when
Tax	TAX, then the Tax exemption wording answer. Show when Tax exempt is ticked
Notes	NOTES, then the order’s description. Show when it is not blank

Questions asked when generating

Five questions, each added with @ › Values › Ask when generating….

Question	Answer type	What it does
Tax rate	Percent	Sets the tax. 20 means 20%
Tax exempt	Yes or no	Ticked sets the tax to 0 and shows the exemption wording
Tax exemption wording	Text	Prints under TAX when Tax exempt is ticked
Payments received	Amount (currency)	Takes the amount from the balance. Blank means none
Message for the customer	Text	Prints in the message panel. Blank hides it

Stop when there are no lines

Under Page, in Don’t make the document when…, Rule 1 is No products on the order: the number of rows in the filtered Invoice lines = 0. Message people see: This order has no products, so no invoice was made. Add the products to the order and try again.

File name

Under Page, in File name: Add text Invoice, then Add a field and choose the order’s name. The file for this order is named Invoice AV-INV-10482.

Make it yours

1. Choose Page › Brand Kit. Under How this template gets its brand, choose One Brand Kit and pick your own approved kit.
2. Click each label that says VAT and retype it if your tax has another name.
3. Give each delivery product the family Charges. Its price leaves the table and prints under Delivery.
4. Retype the Payment sentence for your terms. The due date comes from the order’s end date.
5. Save a File titled Product image on each product.
6. Choose Validate, then check, approve and generate.

Check it worked

In Preview, choose the order AV-INV-10482 and enter a Tax rate of 20 under Answers. The subtotal is 2,283.00, the price reduction 77.40, VAT 441.12 and the grand total 2,646.72, so the card reads Amount due 2,646.72. Enter Payments received of 2,646.72 and choose Update preview: the card becomes Paid in full — thank you. Choose an order with no products: Preview shows the stop message.

If it doesn’t work

What you see	Why	What to do
The figures differ from the ones above.	They are for the sample record and answers.	Choose the sample record, enter the answers given, then choose Update preview.
Validate lists problems.	Proof, approval and activation refuse a draft until it is clean.	Fix them one block at a time and validate again.
A field you expect is not listed after @.	You see only fields you can read. Fields two or more lookups away are not found by search.	Open the lookup with its arrow in Insert and choose the field there.
A Show when section prints nothing, and neither does its Otherwise.	The value the rule tests is blank on that record.	Set If the rule can’t be checked to Show “Otherwise” instead.
A picture is missing.	The File title must match exactly, and a private File or one shared by a public link counts as missing.	Check the File’s title on the record.
DATA_COLLECTION_TRUNCATED	The record has more related rows than the list allows.	Raise At most (records) on that list.
The Generate a document panel lists no template.	A template appears once it is approved, activated and shared with you.	Finish check, approve and generate.

More in Troubleshooting.

Next

• The Branded invoice starter
• The Aurevia Retail invoice example
• Add pictures and photos
• Make documents for many records