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.
Formats: Under every date (invoice date and due date, creation and modification date of the file, current date), the Formats submenu offers ready-made date notations such as yyyy-MM-dd or yyyy-MM-dd HH-mm-ss. One click inserts the matching individual placeholders, for the invoice date for example <InvoiceYear>-<InvoiceMonth>-<InvoiceDay>. Via Manage… you create your own formats (building blocks yyyy and yy for the year, MM, MMM and MMMM for the month, dd for the day, HH, mm and ss for the time; all other characters are kept). Your own formats are listed first and apply to every date in every profile. A format only appears where the date knows all its building blocks - invoice date and due date have neither a time nor month names (from version 2.3.0 on).
Copy from profile: In the Folder and File name fields of the storage location, the menu ends with Copy from profile. Under Recently used (the last ten) and All profiles (profile > task), you copy the value of a task of another profile; it replaces the field content, and the tooltip shows it beforehand. With many profiles, All profiles → Search… opens a search window that filters by profile name, task and value as you type (from version 2.3.0 on).
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> / <ParentFolderNameOfLevel{1}> |
File name / name of the folder containing 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).