Notifications

Each notification is an email or SMS template you write and enable under Communications.
Nothing is sent for an event whose template you have not enabled.

The notifications

Attachments

The document is attached to the email for you. You do not reference it in the template, and
you do not need to render its contents: the PDF is the itemised document, and the email body
is the covering message.

Attachments are email only. An SMS template for the same event sends the message on its own.

Merge variables

Three objects are available to an invoice notification template:

policy and policyholder hold the same fields they do in any other notification.

The invoice object

Things worth knowing

total is what the recipient owes, as a positive number. Invoicing stores ledger amounts
from the policyholder's perspective, where a premium owed is negative. The merge variable is
already flipped for you, so {{invoice.total}} on a premium invoice renders a positive figure
and needs no handling in the template. A credit note's total is likewise positive, being the
value of the credit.

Amounts are in the currency's minor unit. A total of 150000 in ZAR is R1 500.00.
Divide by 100 before displaying it.

invoice_date and due_date are calendar days, not timestamps. They render as
2026-09-01, so formatting them as a date needs no timezone handling.

A field with no value is absent, not empty. An invoice that is not yet paid carries no
receipt_document_file_id at all, rather than an empty one, so guard optional fields with
{{#if}} rather than testing them for a blank value.

Example

<p>Hi {{policyholder.first_name}},</p>

<p>
  Invoice {{invoice.reference}} for your {{policy.package_name}} policy comes to
  {{invoice.currency}} {{invoice.total}}, due on {{invoice.due_date}}.
</p>

<p>The invoice is attached.</p>

{{#if invoice.message}}
  <p>{{invoice.message}}</p>
{{/if}}