Invoicing with template engine | Smartcat Help Center

Discover how to generate invoices in Smartcat using standard or custom templates, understand the data model for invoice generation, and manage details ranging from general invoice information to vendor and customer specifics.

Smartcat allows you to generate invoices in PDF format. For this purpose, you can use the standard template or create your own templates using the Smartcat Template Engine technology. It can be used to create a single template for all clients or individual templates for each client.

Below is the data model used to generate invoices in PDF format. These objects and their respective fields can be used to develop custom templates using the Smartcat Template Engine technology.

Invoice
General invoice details
Field name	Data type	Description
Number	string	Internal invoice number in Smartcat’s system
ExternalNumber	string	External invoice number
DateSent	DateTime	Invoice date
DatePaid	DateTime	Payment date
Currency	string	Invoice currency
TotalCost	decimal	Total cost of all services listed on the invoice
AccountId	string	Invoice creator’s account ID
IsPaid	bool	A boolean value indicating whether the invoice is paid. Returnstrueif the invoice is paid.
PaymentReceiveDestination		A method of receiving invoice payments. ReturnsBalance (1)if the Smartcat balance is selected as the preferred method orExternalBankAccount (2)if the company’s external bank account is selected as the preferred method.
TotalCostDescription	string	Total cost of all services spelled out in Russian (for Russian users)

Below is an example of how to use the Invoice object:

Invoice No. <<[Invoice.Number]>>Invoice date <<[Invoice.DateSent]>>

InvoiceJobs
A collection of objects containing information on services added to the invoice
Field name	Data type	Description
Cost	decimal	Service cost
Currency	string	Service currency
JobServiceType	string	Service name
ProjectName	string	For services created based on a quote, this field contains the project name as well as the source and target languages. For other services, it contains the description of the service.
IsInternalJob	bool	Service type. For services created based on a quote, this field returnstrue. For other types of services, it returnsfalse.

Below is an example of how to use the InvoiceJobs collection:

<><<[job.JobServiceType]>><<[job.ProjectName]>><<[job.Cost]>> <<[job.Currency]>><>

VendorLegalEntity
Company details
Field name	Data type	Description
Id	string	Details ID
Name	string	Details name
Beneficiary	string	Beneficiary
AgentReportContactPerson	string	Contact person’s name
LegalAddress	string	Registered address
Vat	string	VAT number or other tax ID
CountryCode	string	Country code
BankName	string	Bank name
BankCode	string	Bank code
Swift	string	SWIFT code
BankAccount	string	Bank account number
AchRouting	string	ACH routing number
WireRouting	string	Wire routing number
TransitNumber	string	ABA number
RegistrationNumber	string	Registration number
BankCorrAccount	string	Correspondent bank account number
BankCorrBankEn	string	Correspondent bank
BankCorrBankRu	string	Correspondent bank in Russian (for Russian users)
Iban	string	International bank account number (IBAN)
BankAddress	string	Bank address
Kpp	string	KPP number (for Russian users)
Bic	string	BIK code (for Russian users)
SignerFullName	string	Signee’s full name
SignerPosition	string	Signee’s position

Below is an example of how to use the VendorLegalEntity object:

<<[VendorLegalEntity.Name]>><><<[VendorLegalEntity.LegalAddress]>><>

Customer
Customer details
Field name	Data type	Description
Name	string	Name
LegalName	string	Legal company name
Address	string	Customer's legal address
Website	string	Customer's website
Industry	string	Customer's industry
Vat	string	VAT number or other tax ID
Kpp	string	KPP(КПП - only for Russian legal entities)
Country	string	3-letter country code
VendorManager	string	Your manager who works with a client
Language	string	Language for communication
Comment	string	Comment taken from a client card
ContactName	string	Primary contact's name
ContactEmail	string	Primary contact's email

Below is an example of how to use the Customer object:

<<[Customer.Name]>>VAT number / Tax ID:<<[Customer.Vat]>>

Generate invoices using the template engine

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