Standard invoice

{#- Standard invoice rendered from the EN 16931 invoice model (`invoice`, proto/einvoice/invoice.schema.json).
    With `output.einvoice.invoice_path = "invoice"` (this template's default) the renderer embeds the same data as
    Factur-X / ZUGFeRD XML; the platform computes the amounts as `render.invoice` for every render of it (with or
    without the XML, proto/README.md §20.7), so the page prints exactly the amounts of the XML. `render.einvoice`
    only tells whether the XML is embedded. Without either (e.g. an HTML render of the file) the template applies
    the same rules itself.
    `website`, `bank_name` and `payment_link` are display-only extras outside the invoice model. -#}
{%- set inv = invoice -%}
{%- set cur = inv.currency -%}
{%- set loc = "en-GB" -%}
{%- set embedded = render.einvoice if (render is defined and render.einvoice is defined and render.einvoice) else none -%}
{%- set computed = render.invoice if (render is defined and render.invoice is defined and render.invoice) else embedded -%}
{%- set units = {"HUR": ["hour", "hours"], "DAY": ["day", "days"], "WEE": ["week", "weeks"], "MON": ["month", "months"], "C62": ["item", "items"], "H87": ["piece", "pieces"], "LS": ["lump sum", "lump sums"], "E48": ["service", "services"], "D68": ["word", "words"], "ZP": ["page", "pages"], "KGM": ["kg", "kg"], "MTR": ["m", "m"], "LTR": ["l", "l"]} -%}
{%- set countries = {"GB": "United Kingdom", "IE": "Ireland", "DE": "Germany", "FR": "France", "NL": "Netherlands", "BE": "Belgium", "ES": "Spain", "IT": "Italy", "AT": "Austria", "US": "United States"} -%}
{%- set profiles = {"MINIMUM": "Factur-X MINIMUM", "BASIC_WL": "Factur-X BASIC WL", "BASIC": "ZUGFeRD / Factur-X BASIC", "EN16931": "ZUGFeRD / Factur-X EN 16931", "EXTENDED": "ZUGFeRD / Factur-X EXTENDED", "XRECHNUNG": "XRechnung"} -%}
{%- set exemptions = {"Z": "Zero rated", "E": "Exempt from VAT", "AE": "Reverse charge", "K": "Intra-community supply", "G": "Export outside the EU", "O": "Outside the scope of VAT"} -%}

{#- Line net amounts and VAT groups (EN 16931: line net = quantity × price ÷ base quantity − allowances + charges) -#}
{%- set ns = namespace(rows=[], nets=[], line_total=0.0, allowance_total=0.0, charge_total=0.0) -%}
{%- for line in inv.lines -%}
  {%- set base = (line.price.base_quantity | default(1)) | float -%}
  {%- set lns = namespace(net=((line.quantity | float) * (line.price.net | float) / base) | round(2)) -%}
  {%- for a in line.allowances | default([]) -%}{%- set lns.net = lns.net - (a.amount | float) -%}{%- endfor -%}
  {%- for c in line.charges | default([]) -%}{%- set lns.net = lns.net + (c.amount | float) -%}{%- endfor -%}
  {%- set net = (computed.lines[loop.index0].net_amount | float) if computed else (lns.net | round(2)) -%}
  {%- set rate = (line.tax.rate | default(0)) | float -%}
  {%- set ns.nets = ns.nets + [net] -%}
  {%- set ns.rows = ns.rows + [{"key": line.tax.category ~ "|" ~ rate, "category": line.tax.category, "rate": rate, "net": net}] -%}
  {%- set ns.line_total = ns.line_total + net -%}
{%- endfor -%}
{%- for a in inv.allowances | default([]) -%}
  {%- set rate = (a.tax_rate | default(0)) | float -%}
  {%- set ns.rows = ns.rows + [{"key": a.tax_category ~ "|" ~ rate, "category": a.tax_category, "rate": rate, "net": 0 - (a.amount | float)}] -%}
  {%- set ns.allowance_total = ns.allowance_total + (a.amount | float) -%}
{%- endfor -%}
{%- for c in inv.charges | default([]) -%}
  {%- set rate = (c.tax_rate | default(0)) | float -%}
  {%- set ns.rows = ns.rows + [{"key": c.tax_category ~ "|" ~ rate, "category": c.tax_category, "rate": rate, "net": c.amount | float}] -%}
  {%- set ns.charge_total = ns.charge_total + (c.amount | float) -%}
{%- endfor -%}
{%- if computed -%}
  {%- set breakdown = computed.vat_breakdown -%}
  {%- set totals = computed.totals -%}
{%- else -%}
  {%- set bns = namespace(items=[], tax=0.0) -%}
  {%- for group in ns.rows | groupby("key") -%}
    {%- set first = group.list | first -%}
    {%- set basis = (group.list | sum_by("net")) | round(2) -%}
    {%- set tax = (basis * first.rate / 100) | round(2) -%}
    {%- set bns.items = bns.items + [{"category": first.category, "rate": first.rate, "basis": basis, "tax": tax}] -%}
    {%- set bns.tax = bns.tax + tax -%}
  {%- endfor -%}
  {%- set tax_basis = (ns.line_total - ns.allowance_total + ns.charge_total) | round(2) -%}
  {%- set grand = (tax_basis + bns.tax) | round(2) -%}
  {%- set prepaid = (inv.prepaid_amount | default(0)) | float -%}
  {%- set rounding = (inv.rounding_amount | default(0)) | float -%}
  {%- set breakdown = bns.items -%}
  {%- set totals = {"line_total": ns.line_total | round(2), "allowance_total": ns.allowance_total | round(2), "charge_total": ns.charge_total | round(2), "tax_basis_total": tax_basis, "tax_total": bns.tax | round(2), "grand_total": grand, "prepaid": prepaid, "rounding": rounding, "due_payable": (grand - prepaid + rounding) | round(2)} -%}
{%- endif -%}
{%- set several_rates = breakdown | length > 1 -%}

{%- macro money(value) -%}{{ value | format_currency(cur, loc) }}{%- endmacro -%}
{%- macro day(value) -%}{{ value | format_date("long", loc) }}{%- endmacro -%}
{%- macro rate_label(b) -%}
  {%- if b.category in exemptions -%}{{ exemptions[b.category] }}{%- else -%}VAT {{ (b.rate | float) | format_number(loc) }}%{%- endif -%}
{%- endmacro -%}
{%- macro quantity(line) -%}
  {%- set names = units[line.unit or "C62"] -%}
  {{ line.quantity | format_number(loc) }} {% if names %}{{ names[0] if (line.quantity | float) == 1 else names[1] }}{% else %}{{ line.unit }}{% endif %}
{%- endmacro -%}
{%- macro address(party) -%}
  {% if party.address.line1 %}{{ party.address.line1 }}<br>{% endif %}
  {% if party.address.line2 %}{{ party.address.line2 }}<br>{% endif %}
  {% if party.address.line3 %}{{ party.address.line3 }}<br>{% endif %}
  {% if party.address.country in ["GB", "IE", "US"] %}{{ party.address.city }} {{ party.address.postcode }}{% else %}{{ party.address.postcode }} {{ party.address.city }}{% endif %}<br>
  {{ countries[party.address.country] or party.address.country }}
{%- endmacro -%}
{%- macro grouped(value) -%}
  {%- for i in range(0, value | length, 4) -%}{{ value[i:i + 4] }}{{ " " if not loop.last }}{%- endfor -%}
{%- endmacro -%}

<header class="masthead">
  <div class="brand">
    <svg viewBox="0 0 40 40" aria-hidden="true">
      <rect x="2" y="2" width="36" height="36" rx="9" fill="#0e5c70"/>
      <path d="M12 28V12h9.5a5 5 0 0 1 0 10H12m9.5 0H24a3 3 0 0 1 0 6H12" fill="none" stroke="#fff" stroke-width="3" stroke-linejoin="round"/>
    </svg>
    <div>
      <div class="brand-name">{{ inv.seller.trading_name or inv.seller.name }}</div>
      <div class="brand-meta">{% if website is defined and website %}{{ website }} · {% endif %}{% if inv.seller.contact and inv.seller.contact.email %}{{ inv.seller.contact.email }}{% endif %}</div>
    </div>
  </div>
  <div class="doc-title">
    <h1>{{ "Credit note" if inv.type_code in ["381", "261"] else "Invoice" }}</h1>
    <div class="number">{{ inv.number }}</div>
  </div>
</header>

<section class="parties">
  <div>
    <p class="label">From</p>
    <p><strong>{{ inv.seller.name }}</strong></p>
    <p class="muted">{{ address(inv.seller) }}</p>
    {% if inv.seller.vat_id %}<p class="muted">VAT {{ inv.seller.vat_id }}</p>{% endif %}
    {% if inv.seller.legal_registration %}<p class="muted">Company no. {{ inv.seller.legal_registration.id }}</p>{% endif %}
  </div>
  <div>
    <p class="label">Bill to</p>
    <p><strong>{{ inv.buyer.name }}</strong></p>
    {% if inv.buyer.contact and inv.buyer.contact.name %}<p>Attn. {{ inv.buyer.contact.name }}</p>{% endif %}
    <p class="muted">{{ address(inv.buyer) }}</p>
    {% if inv.buyer.vat_id %}<p class="muted">VAT {{ inv.buyer.vat_id }}</p>{% endif %}
  </div>
  <div>
    <p class="label">Details</p>
    <table class="meta-table">
      <tr><th scope="row">Issued</th><td>{{ day(inv.issue_date) }}</td></tr>
      {% if inv.delivery and inv.delivery.date %}<tr><th scope="row">Supplied</th><td>{{ day(inv.delivery.date) }}</td></tr>{% endif %}
      {% if inv.invoice_period %}<tr><th scope="row">Period</th><td>{{ inv.invoice_period.start | format_date("medium", loc) }} – {{ inv.invoice_period.end | format_date("medium", loc) }}</td></tr>{% endif %}
      {% if inv.due_date %}<tr><th scope="row">Due</th><td><strong>{{ day(inv.due_date) }}</strong></td></tr>{% endif %}
      {% if inv.payment_terms %}<tr><th scope="row">Terms</th><td>{{ inv.payment_terms }}</td></tr>{% endif %}
      {% if inv.order_reference %}<tr><th scope="row">PO</th><td>{{ inv.order_reference }}</td></tr>{% endif %}
      {% if inv.buyer_reference %}<tr><th scope="row">Your ref.</th><td>{{ inv.buyer_reference }}</td></tr>{% endif %}
    </table>
  </div>
</section>

<table class="items">
  <thead>
    <tr>
      <th class="index" scope="col">#</th>
      <th scope="col">Description</th>
      <th class="num" scope="col">Qty</th>
      <th class="num" scope="col">Unit price</th>
      {% if several_rates %}<th class="num" scope="col">VAT</th>{% endif %}
      <th class="num" scope="col">Amount</th>
    </tr>
  </thead>
  <tbody>
    {% for line in inv.lines %}
    <tr>
      <td class="index">{{ line.id or loop.index }}</td>
      <td>
        {{ line.item.name }}
        {% if line.item.description %}<span class="details">{{ line.item.description }}</span>{% endif %}
        {% for a in line.allowances | default([]) %}<span class="details">Less {{ a.reason or "discount" }}: {{ money(a.amount | float) }}</span>{% endfor %}
        {% for c in line.charges | default([]) %}<span class="details">Plus {{ c.reason or "charge" }}: {{ money(c.amount | float) }}</span>{% endfor %}
      </td>
      <td class="num">{{ quantity(line) }}</td>
      <td class="num">{{ money(line.price.net) }}</td>
      {% if several_rates %}<td class="num">{% if line.tax.category in exemptions %}{{ line.tax.category }}{% else %}{{ (line.tax.rate | float) | format_number(loc) }}%{% endif %}</td>{% endif %}
      <td class="num">{{ money(ns.nets[loop.index0]) }}</td>
    </tr>
    {% endfor %}
  </tbody>
</table>

<section class="summary">
  <div class="notes">
    {% for note in inv.notes | default([]) %}<p>{{ note.text }}</p>{% endfor %}
    {% for b in breakdown %}{% if b.category in exemptions and inv.vat_exemptions and inv.vat_exemptions[b.category] and inv.vat_exemptions[b.category].reason %}<p>{{ exemptions[b.category] }}: {{ inv.vat_exemptions[b.category].reason }}</p>{% endif %}{% endfor %}
    {% if embedded %}<p class="einvoice-hint">This PDF carries an embedded e-invoice ({{ profiles[embedded.profile] or embedded.profile }} XML).</p>{% endif %}
  </div>
  <table class="totals">
    <tr><th scope="row">Subtotal</th><td class="num">{{ money(totals.line_total) }}</td></tr>
    {% if (totals.allowance_total | float) != 0 %}<tr><th scope="row">Discounts</th><td class="num">−{{ money(totals.allowance_total) }}</td></tr>{% endif %}
    {% if (totals.charge_total | float) != 0 %}<tr><th scope="row">Charges</th><td class="num">{{ money(totals.charge_total) }}</td></tr>{% endif %}
    {% if (totals.allowance_total | float) != 0 or (totals.charge_total | float) != 0 %}<tr><th scope="row">Net total</th><td class="num">{{ money(totals.tax_basis_total) }}</td></tr>{% endif %}
    {% for b in breakdown %}
    <tr><th scope="row">{{ rate_label(b) }}{% if several_rates %} on {{ money(b.basis) }}{% endif %}</th><td class="num">{{ money(b.tax) }}</td></tr>
    {% endfor %}
    <tr class="grand"><th scope="row">Total</th><td class="num">{{ money(totals.grand_total) }}</td></tr>
    {% if (totals.prepaid | float) != 0 %}<tr><th scope="row">Paid</th><td class="num">−{{ money(totals.prepaid) }}</td></tr>{% endif %}
    {% if (totals.rounding | float) != 0 %}<tr><th scope="row">Rounding</th><td class="num">{{ money(totals.rounding) }}</td></tr>{% endif %}
    <tr class="due"><th scope="row">Balance due</th><td class="num">{{ money(totals.due_payable) }}</td></tr>
  </table>
</section>

{% if inv.payment %}
<section class="payment">
  <div>
    <p class="label">Payment details</p>
    <dl>
      {% if bank_name is defined and bank_name %}<dt>Bank</dt><dd>{{ bank_name }}</dd>{% endif %}
      {% for account in inv.payment.credit_transfers | default([]) %}
      <dt>Account name</dt><dd>{{ account.account_name or inv.seller.name }}</dd>
      <dt>{{ "IBAN" if (account.account_id | length) >= 15 else "Account" }}</dt><dd>{{ grouped(account.account_id) }}</dd>
      {% if account.bic %}<dt>BIC</dt><dd>{{ account.bic }}</dd>{% endif %}
      {% endfor %}
      <dt>Reference</dt><dd>{{ inv.payment.remittance_information or inv.number }}</dd>
    </dl>
  </div>
  {% if payment_link is defined and payment_link %}
  <div class="qr">
    {{ payment_link | qrcode(size=240, margin=0, ecc="M", alt="QR code linking to the online payment page") }}
    Scan to pay online
  </div>
  {% endif %}
</section>
{% endif %}

<title>{{ "Credit note" if invoice.type_code in ["381", "261"] else "Invoice" }} {{ invoice.number }} – {{ invoice.seller.trading_name or invoice.seller.name }}</title>
<style>
  :root {
    --ink: #1d2330;
    --muted: #5d6675;
    --rule: #d8dde4;
    --soft: #f3f5f8;
    --accent: #0e5c70;
  }
  * { box-sizing: border-box; }
  html { -webkit-print-color-adjust: exact; print-color-adjust: exact; }
  body {
    margin: 0;
    color: var(--ink);
    font-family: "Inter", "Liberation Sans", Arial, sans-serif;
    font-size: 9.5pt;
    line-height: 1.45;
  }
  .num { text-align: right; font-variant-numeric: tabular-nums; white-space: nowrap; }
  .muted { color: var(--muted); }
  .label { font-size: 7.5pt; letter-spacing: 0.06em; text-transform: uppercase; color: var(--muted); margin: 0 0 1.5mm; }

  .masthead { display: flex; justify-content: space-between; align-items: flex-start; padding-bottom: 7mm; border-bottom: 0.4mm solid var(--ink); }
  .brand { display: flex; gap: 3mm; align-items: center; }
  .brand svg { width: 11mm; height: 11mm; }
  .brand-name { font-size: 11pt; font-weight: 700; letter-spacing: -0.01em; }
  .brand-meta { font-size: 8pt; color: var(--muted); }
  .doc-title { text-align: right; }
  .doc-title h1 { margin: 0; font-size: 26pt; font-weight: 600; letter-spacing: -0.02em; line-height: 1; }
  .doc-title .number { margin-top: 2mm; font-size: 10pt; color: var(--accent); font-weight: 600; }

  .parties { display: grid; grid-template-columns: 1fr 1fr 0.9fr; gap: 8mm; margin: 7mm 0 8mm; }
  .parties p { margin: 0; }
  .meta-table { width: 100%; border-collapse: collapse; }
  .meta-table td, .meta-table th { padding: 0.6mm 0; }
  .meta-table th { color: var(--muted); padding-right: 3mm; font-weight: inherit; text-align: inherit; }

  table.items { width: 100%; border-collapse: collapse; }
  table.items thead { display: table-header-group; }
  table.items th {
    font-size: 7.5pt; font-weight: 600; letter-spacing: 0.06em; text-transform: uppercase; color: var(--muted);
    text-align: left; padding: 2.2mm 2mm; border-bottom: 0.3mm solid var(--ink);
  }
  table.items td { padding: 2.6mm 2mm; border-bottom: 0.2mm solid var(--rule); vertical-align: top; }
  table.items tr { break-inside: avoid; page-break-inside: avoid; }
  table.items .index { width: 7mm; color: var(--muted); }
  table.items .details { display: block; font-size: 8pt; color: var(--muted); margin-top: 0.6mm; }

  .summary { display: grid; grid-template-columns: 1fr 72mm; gap: 10mm; margin-top: 7mm; break-inside: avoid; page-break-inside: avoid; }
  .totals { width: 100%; border-collapse: collapse; }
  .totals td, .totals th { padding: 1.6mm 2mm; }
  .totals th { font-weight: inherit; text-align: inherit; }
  .totals .grand td, .totals .grand th { border-top: 0.4mm solid var(--ink); font-size: 12pt; font-weight: 700; padding-top: 3mm; }
  .totals .due td, .totals .due th { background: var(--soft); color: var(--accent); font-weight: 700; }

  .payment { display: grid; grid-template-columns: 1fr auto; gap: 6mm; align-items: center; margin-top: 8mm; padding: 5mm; border: 0.3mm solid var(--rule); border-radius: 2mm; break-inside: avoid; page-break-inside: avoid; }
  .payment dl { display: grid; grid-template-columns: auto 1fr; gap: 1mm 4mm; margin: 0; }
  .payment dt { color: var(--muted); }
  .payment dd { margin: 0; font-variant-numeric: tabular-nums; }
  .qr { text-align: center; font-size: 7pt; color: var(--muted); }
  .qr img { display: block; width: 26mm; height: 26mm; margin: 0 auto 1mm; }

  .notes { margin-top: 8mm; font-size: 8.5pt; color: var(--muted); max-width: 140mm; }
  .notes p { margin: 0 0 2mm; }
  .notes strong { color: var(--ink); }
  .notes .einvoice-hint { margin-top: 4mm; font-size: 7.5pt; }
</style>

{
  "header": {
    "enabled": false
  },
  "footer": {
    "enabled": true,
    "html": "<div style=\"box-sizing:border-box;width:100%;padding-bottom:7mm;display:flex;justify-content:space-between;gap:6mm;font-family:Inter,'Liberation Sans',Arial,sans-serif;font-size:7.5pt;color:#5d6675\"><span>{{ invoice.seller.name }} · Invoice {{ invoice.number }}{% if invoice.seller.vat_id %} · VAT {{ invoice.seller.vat_id }}{% endif %}</span><span style=\"white-space:nowrap\">Page <span class=\"page\"></span> of <span class=\"pages\"></span></span></div>",
    "height": "12mm"
  }
}