Consistent text with placeholders, without constant copy-paste.
Maintain snippets for document header, footer, subject, and email per tenant. Mustache placeholders for contact, document, and company data are replaced when inserting or printing: one click next to the text field.
These are the points this feature covers day to day.
The workflow in Jupiter ERP, on this page.
Background, typical workflows, and concrete panel capabilities, more detail than the summary above.
Text templates for document header, footer, subject, and email are maintained tenant-wide under system settings. Type (document, email, general), document kind, and position (subject, top, bottom) filter the right template on the document.
Mustache placeholders like {{contact.name}} or {{document.number}} are replaced by Jupiter ERP on insert or print: grouped by contact, address, document, and tenant in the placeholder dialog.
Default templates per document type reduce typos and inconsistent wording. Use the same text for email sending and DATEV export to your tax advisor: one wording, multiple channels.
Templates keep subject, intro, closing text, and email copy in one place. Placeholders fill contact, document, and company when you insert or print.
When a phrase changes, you change the template. New documents and emails pick it up, instead of every person keeping a private copy in the editor.
Historical PDFs stay as they were sent. The template applies to what you create afterwards.
The main building blocks at a glance, complemented by the longer description above.
Create templates by type (document, email, generic), document kind, and position (subject, top, bottom), optionally as default.
Mustache syntax such as {{contact.name}} or {{document.number}}: grouped by contact, address, document, and tenant; insert via dialog.
Template menu directly in quotes, invoices, and other documents: matching templates filtered by document type.
The same templates when sending documents and when emailing DATEV export to your tax advisor: consistent wording everywhere.
Email sending
Send from the document. No detour through other apps.
Line items
Edit lines quickly: from catalog item to subtotal.
Print layouts
Brand consistency on every PDF.
DATEV export
Hand booking-ready data to your practice.
SEPA direct debit
Turn open invoices into a direct-debit file for your banking software.
Start for free: write invoices on the Free plan. Choose plan, term, and add-ons in the app afterwards. Custom adaptations or API integration? Get in touch.
