Reference for variables and default templates inside Cashboard.

The Cashboard liquid template SYNTAX OVERVIEW can be found here.

Special Template Names

Cashboard recognizes a set of default templates that are necessary to drive the application.

They are as follows

• client
  • Handles display of your client’s address
• company
  • Handles display of your company address
• css_document
  • Holds CSS information and included by default in estimate and invoice
• email_*
  • Various emails that Cashboard sends to your clients
• html_estimate
  • Estimate document
• html_invoice
  • Invoice document
• html_payment
  • Payment receipt
• html_statement_invoice
  • Multi-invoice statement
• invoice_row
  • Handles display of your single invoice rows

Variables

These are the different variables you can access from your Liquid templates inside Cashboard.

Some of these variables are collections, which can be looped using this syntax: {% for thing in collection %} {% endfor %}

Collections are noted here by nested list items. Assuming you’d like to access a nested item (like the company name for your account), you’d do this: {{ account.company.name }}

Account

• company
• full_url
• subdomain

Contact

Accessible from any email template

• first_name
• last_name
• email_address
• last_login

Client

Accessible as a collection from Estimate, Invoice, Payment

• address
• address2
• balance
  (This client’s overall monetary balance with you. Can be a negative number.)
• city
• country_name
• custom_1
• custom_2
• custom_3
• name
• outstanding_credit
  (The unapplied payment amount your client has with you. Never will be a negative number.)
• state
• telephone
• url
• zip

Company

Accessible as a collection from Account

• address
• address2
• city
• country_name
• custom_1
• custom_2
• custom_3
• name
• state
• telephone
• url
• zip

Estimate

Accessible from html_estimate, email_estimate_notice, html_payment

• agreed_to
• agreement_text
• client_url
• client
• created_on
• discount_low
• discount_high
• discount_percentage
• deposit_amount
• deposit_paid
  (true / false)
• deposit_required
  (true / false)
• has_worst_case_items
  (Did you use high numbers to estimate this as well as low?)
• intro_text
• item_actual_low
• item_actual_high
• line_item_count
• line_items
  • description
  • estimate_time
    Biggest number, either high or low – hours
  • flat_fee
  • has_flat_fee
  • has_price_per
  • has_worst_case
  • is_taxable
  • price_best
  • price_worst
  • price_per
  • title
  • time_best (for task items only)
  • time_worst (for task items only)
  • unit_label
    Hours, units, things, etc
  • quantity_low
  • quantity_high
  • quantity_estimate
    The biggest number, either high or low
  • type
    Task, Product, Generic
• number
• price_best
• price_worst
• name
• project
  • id
  • name
• requires_agreement
• sales_tax
• sales_tax_2
• should_apply_discount
• status
  (Ready to go | Needs agreement)
• tax_cost_total_low
• tax_cost_total_high
• tax_cost_low
  (Low dollar amount of tax applied with ‘sales_tax’)
• tax_cost_high
  (High dollar amount of tax applied with ‘sales_tax’)
• tax_cost_2_low
  (Low dollar amount of tax applied with ‘sales_tax_2’)
• tax_cost_2_high
  (High dollar amount of tax applied with ‘sales_tax_2’)
• time_best
  (Best case estimated hours)
• time_worst

Invoice

Accessible from html_invoice, html_statement_invoice, email_invoice_notice, email_invoice_statement…

• balance
  (Amount remaining to be paid on invoice)
• client_url
• client
• discount
  (Dollar amount of discount applied)
• discount_percentage
• early_period_in_days
• early_discount
  (Amount of discount available)
• has_been_paid
  (Has this invoice been paid in full?)
• include_time_entries
  (Should we show time entries on this invoice? Controlled by details checkbox.)
• items_ad_hoc
  (Items on an invoice that don’t belong to any project)
• items_by_project
  (Items on invoice, grouped by project they belong to)
• item_actual
  (Amount total of all items)
• late_fee
  (Amount of late fee charged)
• late_percentage
• late_period_in_days
• line_item_count
• line_items
  (All individual items on the invoice)
  • description
  • flat_fee
  • price_per
  • project
    (Contains associated project name if it exists)
  • quantity
  • time_entry_count
  • time_entries
    • created_on
    • minutes
    • person_name
    • description
  • title
  • total
• notes
• number
• payment_count
• payments
  (Payments made on invoice)
  • amount
  • created_on
  • number
• project_count
• projects
  (Projects this invoice is for)
  • id
  • name
• sales_tax
• sales_tax_2
• should_apply_flat_discount
  (true/false)
• should_apply_early_discount
  (true / false)
• should_apply_late_fee
  (true / false)
• tax_cost
  (Dollar amount of tax cost)
• tax_cost_2
  (Dollar amount of tax cost 2)
• total
  (Total of the invoice)
• total_quantity
  (The total quantity for the entire invoice)
• total_quantity_time
  (Total quantity of _time entries for an invoice)_

Payment

Accessible from html_payment

• amount
• client_url
• client
• created_on
• estimate
• invoices
  
  • amount
  • created_on
  • number
• invoice_count
• notes
• number