The Template System: Text & Placeholders

DolmiDesk™ isn't a "black box." The numbers come from the Abrechnungsmodell (billing model) – the words come from you.

For this, there are two kinds of templates:

• Invoice templates determine what appears on the document: the opening text, what each line item is called and how it's described, the closing text – and your own texts for cancellations, corrections, and the three reminder levels.
• Email templates determine the subject and text of the email that sends out the invoice.

Both work with the same tool: placeholders.

The Principle

You write the fixed text, and wherever a specific value should appear later, you insert a placeholder. When the document is created, every placeholder is replaced with the real value.

The placeholder system connects your data with your text

Where the Templates Apply

You don't choose the templates per invoice, but once per Kostenträger (cost bearer): that's where the invoice template, the email template, and optionally a dedicated template for reminders are attached.

This way, every court gets the wording it expects, and every health insurer gets its own – without you having to think about it while billing.

Templates are versioned

Every change to an invoice template creates a new version. Invoices that have already been issued keep the version they were created with – so your old documents will always look exactly as they did when they were issued.

The Topics

• The Placeholder System: How placeholders work, how you insert them, and which ones are available.
• Invoice Templates: The template editor – document texts, line item labels, variants for cancellations, corrections, and reminders, and the preview.
• Email Templates: Subject and text for sending invoices and reminders.

Choose a Topic

The Placeholder System

How you use placeholders to automatically fill invoices and emails with real data.

Invoice Templates

Opening and closing texts, line item labels, variants for cancellations, corrections and reminders – and the preview.

Email Templates

Subject and message text for sending invoices and reminders.