Settings
Dynamic Fields
Placeholders you can drop into templated text (e.g. an Item's description). They resolve to live values at the point of use — for example, when an item is picked into a line on an invoice the placeholders are replaced using that invoice's dates.
| Field | Description | Resolved example |
|---|---|---|
{{month-year}} | The current month and year at the time the field resolves. | e.g. June-2026 |
{{invoice date}} | The Invoice Date of the invoice the line item is added to. | e.g. 01/05/2026 |
{{due date}} | The Due Date of the invoice the line item is added to. | e.g. 28/05/2026 |
{{invoice number}} | The invoice number of the host invoice. Use in email templates (subject/body). When typed into an Item description at edit time, the token is preserved as-is because the invoice number isn't assigned until save — it resolves later when the email template renders. | e.g. INV-1024 |
{{customer name}} | The name of the customer the invoice is addressed to. Same deferred-resolution rule as Invoice Number: kept literal until the email template renders. | e.g. Alex Kurm |
{{billing company}} | The name of the Billing Company that issued the invoice. Use in email subject lines and bodies. Same deferred-resolution rule as Invoice Number / Customer Name: kept literal until the email template renders. | e.g. SimpleBooks Pty Ltd |
{{accounts email}} | The Billing Company's accounts email (the address invoices are sent from). Same deferred-resolution rule as Billing Company. | e.g. accounts@simplebooks.dev |
{{invoice link}} | The customer-facing public URL for viewing the invoice as a web page. Use when you need the raw URL string (e.g. inside an HTML anchor's href attribute). | e.g. https://books.example.com/i/abc123… |
{{invoice link button}} | Same URL as {{invoice link}} but wrapped in an inline-styled HTML button — drop into the HTML email body as a clearly clickable call-to-action. | e.g. View Invoice button |
These tokens are case-insensitive and tolerant of inner whitespace. Type them verbatim into an Item description (or any field that supports them) and they will be replaced when the value is consumed.