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Reservation Autofill Template

Back to Invoices

Define the template used to auto-fill invoice line details when importing a reservation. Use {{object.Field}} variables, arithmetic expressions, and {% if %} / {% set %} tags. See the right-hand panels for full syntax.

Date — add after any date field:
{{reservation.Debut | date('YYYY-MM-DD')}}
{{reservation.Debut | date('DD/MM/YYYY')}}
{{reservation.Debut | date('MM/DD/YYYY')}}
{{reservation.Debut | date('DD Mon YYYY')}}
{{reservation.Debut | date('D Mon YYYY')}}
{{reservation.Debut | date('D Month YYYY')}}
{{reservation.Debut | date('DayName D Month YYYY')}}

Money — add after any amount field:
{{contract.Rate | money}}
EN: $3,000.00   FR: 3 000.00 €
{{contract.Rate | money0}} — no decimals
EN: $3,000   FR: 3 000 €

String
{{villa.Name | upper}}   {{villa.Name | lower}}
{{villa.Name | default('N/A')}}

Live values that update as the invoice line is edited:
RowAmount = qty × price of the imported line
Subtotal = sum of all invoice rows (before discount and taxes)
SubtotalExcl = Subtotal − RowAmount (use to avoid circular references when computing the line price itself)
AmountDue = invoice grand total (sum of rows − discount + taxes − paid)

Arithmetic : + - * / % with parentheses and precedence.
{{ contract.AmountDue * 0.30 | money }}

Comparisons : == != < <= > >=
Booleans : and or not true false

Functions
days_until(reservation.Debut) — days between today and the date
days_between(a, b) — b − a in days
add_days(date, n) — date + n days (n can be negative)
round(n, decimals), floor(n), ceil(n), abs(n)
min(a, b, ...), max(a, b, ...)

If / Elif / Else / Endif
{% if days > 60 %}
A
{% elif days > 30 %}
B
{% else %}
C
{% endif %}
Local variables
{% set half = form.RowAmount * 0.5 %}
{{ half | money }}

30/70 deposit vs full payment Early-bird discount (-10% if >90 days) Damage deposit reminder if pool Commission 20% of subtotal (auto-fills price) {% set price = ... %} fills the line price input. Use SubtotalExcl to avoid the line referring to its own amount.

Date — add after any date field:
{{reservation.Debut | date('YYYY-MM-DD')}}
{{reservation.Debut | date('DD/MM/YYYY')}}
{{reservation.Debut | date('MM/DD/YYYY')}}
{{reservation.Debut | date('DD Mon YYYY')}}
{{reservation.Debut | date('D Mon YYYY')}}
{{reservation.Debut | date('D Month YYYY')}}
{{reservation.Debut | date('DayName D Month YYYY')}}

Money — add after any amount field:
{{contract.Rate | money}}
EN: $3,000.00   FR: 3 000.00 €
{{contract.Rate | money0}} — no decimals
EN: $3,000   FR: 3 000 €

String
{{villa.Name | upper}}   {{villa.Name | lower}}
{{villa.Name | default('N/A')}}

Live values that update as the invoice line is edited:
RowAmount = qty × price of the imported line
Subtotal = sum of all invoice rows (before discount and taxes)
SubtotalExcl = Subtotal − RowAmount (use to avoid circular references when computing the line price itself)
AmountDue = invoice grand total (sum of rows − discount + taxes − paid)

Arithmetic : + - * / % with parentheses and precedence.
{{ contract.AmountDue * 0.30 | money }}

Comparisons : == != < <= > >=
Booleans : and or not true false

Functions
days_until(reservation.Debut) — days between today and the date
days_between(a, b) — b − a in days
add_days(date, n) — date + n days (n can be negative)
round(n, decimals), floor(n), ceil(n), abs(n)
min(a, b, ...), max(a, b, ...)

If / Elif / Else / Endif
{% if days > 60 %}
A
{% elif days > 30 %}
B
{% else %}
C
{% endif %}
Local variables
{% set half = form.RowAmount * 0.5 %}
{{ half | money }}

30/70 deposit vs full payment Early-bird discount (-10% if >90 days) Damage deposit reminder if pool Commission 20% of subtotal (auto-fills price) {% set price = ... %} fills the line price input. Use SubtotalExcl to avoid the line referring to its own amount.
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