How do I create and customize an invoice template?

Invoice templates control how your tenant bills look and what line items they include. Go to Tenant Billing → Templates to manage them.

The Templates page has two tabs

Click "New Template" or duplicate an existing one from the Gallery
Give it a name and optional description
Configure the layout settings — invoice title, labels (e.g., "INVOICE" or "FAKTURA"), date format locale, footer text, and your business name/address
Choose display options — toggle visibility of logo, FROM section, BILL TO section, quantity/unit price columns, allocation details, and more
Add line items — each line item represents a cost category (Electricity, Water, Heating, Rent, Common Costs, etc.)

Name and description: What the tenant sees (e.g., "Electricity — Local Area")
Billing source: Where the amount comes from — uploaded invoices, meter data, fixed monthly amount, or hybrid
Calculation method: Fixed, by area, by consumption, by percentage, or cost allocation matrix
Allocation method: Tenant-specific, common area by area, common area equal, or split local/common
Tax rate: VAT percentage (e.g., 25%)
Surcharge: Optional markup per line item

Set a template as "Default" for a building — it will be auto-selected when creating bills
Assign to specific buildings or even specific tenants
Each building can have one default template, but you can switch templates during bill creation

Where to go: Tenant Billing → Templates (the purple card on the billing dashboard).