Document templates
The templates behind leases, invoices, handovers, reservation agreements and receipts.
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1. What you can template
| Template | Used when | Where |
|---|---|---|
| Lease | Generating a lease to sign | Settings → Documents |
| Reservation agreement | Holding a room | Settings → Documents |
| Invoice | Printing or sending an invoice | Settings → Documents |
| Income and expense record | Issuing a receipt | Settings → Documents |
| Handover report | Move-in and move-out | Settings → Documents |
2. Add a template
Open the form
Go to Settings → Documents, pick the template kind and press (+).
Fill in the fields
項目 必須 説明 Name 必須 Maximum 255 characters. Type 必須 Required for invoice and handover templates — which variant this is. File 必須 The document itself, containing the placeholders. Default 任意 Use this template unless a building or room overrides it. Description 任意 What this variant is for. Generate one real document
Always test against a real record after any change.
3. Placeholders
Templates use placeholders that fill from the record — tenant name, room, period, amounts — so nobody retypes figures that already exist.
A placeholder typed incorrectly does not raise an error: it silently prints as literal text on the next fifty leases. Generate one document from a real record after every edit.
Keep legal wording and layout in separate edits. Mixing a clause change with a formatting change makes it impossible to tell later which one a lawyer approved.
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