How do I use dynamic date variables in my recurring invoice templates?
You can add dynamic date variables to your recurring invoice templates which will automatically render the correct date based on the issue date of each generated invoice. Here's how it works:
Date Variable Tags
When creating (or editing) a recurring invoice template you can include the following date variable tags within various fields on the template:
{month} – This variable will be dynamically replaced with the “month” of the new invoice’s issue date (e.g. January, February, March, etc.).
{year} – This variable will be dynamically replaced with the “year” of the new invoice’s issue date (e.g. 2021, 2022, etc.).
Field Locations
You can add these date variable tags to the following fields when creating (or editing) a recurring invoice template:
- “Subject” field.
- Line item “Description” fields.
- “Notes” field.
For example, if you bill your client each month for web hosting fees, you might include the following within a line item "Description" field on the recurring invoice template:
- Hosting for {month} {year}
When the recurring invoice template generates its monthly invoice in August 2021 the line item "Description" field on that invoice will be rendered as:
- Hosting for August 2021
The date variable tags also work with Harpoon's available rich text editing tools, so that this:
- Hosting for {month} {year}
Will be rendered as:
- Hosting for August 2021