70.1 Placeholders
70.1.1 Overview ¶
Placeholders insert invoice and file values into configurable texts - target paths, file names, email subject and body, DATEV accounts, and more. At runtime, each placeholder is replaced by the value of the invoice currently being processed.
Example: The file name <InvoiceYear>-<InvoiceMonth>-<InvoiceDay> <SellerName> <InvoiceId> produces 2026-06-15 Sample Office Supplies Ltd INV-2026-1001.pdf.
70.1.2 Inserting via the placeholder menu ¶
Wherever placeholders are supported, the Insert placeholder ▼ button is available. The menu is grouped by topic (invoice data, invoice recipient, seller, payment, file, lookup tables, …) and shows localized descriptions; what gets inserted is the language-neutral token in angle brackets (e.g. <InvoiceId>).
Note: The tokens are identical in both program languages - profiles therefore work across languages.
70.1.3 Important placeholders (selection) ¶
| Placeholder |
Value |
<InvoiceId> |
Invoice number |
<InvoiceDateComplete> / <InvoiceYear> / <InvoiceMonth> / <InvoiceDay> |
Invoice date complete or as components |
<SellerName> / <BuyerName> |
Seller / buyer name |
<GrandTotalAmount> / <DuePayableAmount> |
Total amount / amount due for payment |
<BuyerReference> |
Buyer reference / routing ID |
<DueDateComplete> |
Due date |
<Filename> / <ParentDirectory> |
File name / source folder of the invoice file |
The complete catalog is in the placeholder menu; it also covers payment data (IBAN, SEPA mandate), references (order, contract, project number, preceding invoice), and address data of both parties, among others.
70.1.4 Verifying with the result preview ¶
Whether a placeholder expression yields the desired result can be checked risk-free with an example invoice: directly in the preview of the respective task page, or collectively in the result preview (see chapter 8.11). Invalid file name characters in placeholder values are removed automatically on insertion.
70.1.5 Lookup table placeholders ¶
Besides the direct values, there are placeholders that translate a value via a lookup table or a global placeholder - e.g. seller name → vendor number (see chapter 70.2).