Custom Templates For Invoices, Emailed Receipts, and More

You have the option to build a custom template for use with Invoices, Email Receipts and other records that you may choose to generate via Bindo.

Please Note: Setting up and editing templates requires knowledge of HTML and CSS, so you may need to work with a web developer to set up a specific template for your store.

To set up a new custom template log into the Bindo Dashboard and take the following steps:

Scroll down on the left side menu to click on Settings > Email Template.
Click on the "New Item" button at the bottom right corner of the page
In the Dropdown at the top of the page select a Template Type. While there are multiple template types listed, this article will focus on "Invoice" and "Airprint Invoice" options only. For information on the other options please contact support@bindo.com
- For email receipt customization for both sales and invoice emails select the "Invoice" option.
- For AirPrint compatible sales and invoice templates select the "Airprint Invoice" option.

Set Up and Use

Templates are fully customizable utilizing HTML, CSS, and the Liquid Template language. You may utilize image URLs to add logos or other images to your templates.

Once you save your template you may use it immediately from both the Bindo App as well as on the Bindo Dashboard. Since the Bindo App caches some data locally (for use in offline mode), you must refresh the template cache to pull updated data. You may do this from the "Sales" or "Invoices" page within the app - on either page, tap on a Sale / Invoice, then tap on the three blue dots, and tap "Clean Cached Invoice Template".

For the AirPrint template you may preview your template by tapping on the "Reprint Receipt" option on the Sales page, and then tapping on the "AirPrint" button. This will display a preview of your AirPrint template without actually printing it.

Variables

You can include a range of variables in your templates to display store or order specific data.

Data Group	Variable Descritption	Variable
Store	Store Name	{{ store.name }}
	Store Logo	{{ store.logo }}
	Store Address	{{ store.address }}
	Store Phone Number	{{ store.phone }}
	Store Return/Exchange Policy	{{ store.policy }}
Customer	Customer Name	{{ order.customer.name }}
	Customer Phone Number	{{ order.customer.phone }}
	Customer Delivery Address	{{ order.customer.delivery_address }}
	Customer Billing Address	{{ order.customer.billing_address }}
Order	Order Type ("Sale" or "Invoice")	{{ order.type }}
	Order Created Date	{{ order.create_date }}
	Order Number	{{ order.invoice_id }}
	Order Salesperson/Cashier	{{ order.sales_person.full_name }}
	Products Purchased Array Containing "Items"	{{ order.listings }}
	Order Note	{{ order.note }}
	Order Subtotal	{{ order.subtotal }}
	Order Discount Amount	{{ order.discount_amount }}
	Order Tax Rate	{{ order.tax_rate }}
	Tax charged on order	{{ order.tax_amount }}
	Order Total	{{ order.total_amount }}
	Payment Transactions	{{ order.sale_transactions }}
Line Item Data Accessible in {{ order.listings }}	Order Line Item Name	{{ order.listings.label }}
	Order Line Item Quantity	{{ order.listings.quantity]}
	Order Line Item Quantity	{{ order.listings.quantity]}
	Order Line Item Price	{{ order.listings.price }}
Sale Transactions Accessible in {{ order.sale_transactions }}	Order Line Item Name	{{ order.sale_transactions.payment_method }}
	Order Line Item Quantity	{{ order.sale_transactions.payment_amount ]}