Invoice Memo

Invoice memos/notes are essential to display any relevant information to the end customer that might not be present on the Invoice. By default, Octane keeps invoice memos empty. You can setup an invoice memo by navigating to: Settings -> Invoicing & Payments.

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Overridden Settings

Setting this at the project level will affect all customers that don't have overridden settings. For customers with overridden settings you should manually go to their settings override page and update the memo there.

The memo can be templated (as seen above) in order to provide additional context for the end customer. The current supported template variables are:

• invoice_id: The UUID string of the invoice.
• billing_cycle_start: The start date of the billing cycle when the invoice is generated.
• billing_cycle_end: The end date of the billing cycle when the invoice is generated.
• min_item_start_time: The start timestamp of the earliest line item on the invoice.
• max_item_end_time: The end timestamp of the latest line item on the invoice
• customer_display_name: The display name of the customer associated with the invoice.
• customer_name: The code name/ID of the customer associated with the invoice.

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Templating

The correct way of templating is to put one of the above variables verbatim into curly braces. For example: This is invoice {invoice_id}. When the invoice is generated the templated variables will be auto-filled. Octane will leave extra template variables or incorrect formatting as is in the memo string.