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Placeholders in Jetpack CRM

Throughout the CRM, you can use placeholders which are replaced with contact data (useful for emails, for example):

You can see all the available placeholders by going to the top menu – then “System Assistant” :

These can then be used in the CRM (the most common area is quote templates or mail campaigns).

Placeholders for Invoices

Suppose you need to create a custom field for invoicing purposes (for example, EU users can customize & be compliant with EU law). In that case, we have some options you want to consider: you can start from this page to create customised templates for invoicing.

You can use our templating function if you feel comfortable tinkering with PDF templates (PHP and HTML code).

You can edit the file at invoices/invoice-pdf.html to change Invoice PDFs. You can use any Global placeholders or Invoice placeholders found at Jetpack CRM > System Assistant > Placeholder Map. These will include built-in placeholders as well as custom fields you’ve created.

For invoicing purposes the ##INVOICE-CREATED## will be an available placeholder that you can use once you have created it:

Updated on January 16, 2023

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