Fields in a note that the system fills in

In a recurring invoice's note you can use fields in curly braces – {current_month_name}, for example – and on every invoice they are replaced by the month, date or period that is true for that invoice.

A recurring invoice's note is the same text on every occurrence, except for the few words that change from one occurrence to the next. You do not have to rewrite those by hand: put a field where they belong, and the system fills it in each time an invoice is made. The field's name goes in curly braces, for example {current_month_name} – on the finished invoice that is the name of the month the invoice was made in.

The panel beside the editor offers three kinds of help:

• Fields – the full list, searchable; one click puts a field into the text. Dates, months, quarters, weeks and years are all available, each in a previous, current and next form – which is how a sentence like "Settlement for {previous_month_name}" gets written.
• Ready-made templates – common notes (this month's fee, last month's settlement and so on) that you can edit freely once inserted.
• AI suggestion – describe in a sentence or two what the note should say, and the AI writes it with the fields in place. Asking for a suggestion uses credits.

The Preview above the editor renders the finished text for the schedule's next few real occurrences (page through them with Previous and Next), so before saving you see exactly what will go on the invoice.

The same works in the recurring invoice's note and in each line item's note. One thing to watch: only the names on the list work. A mistyped or invented name does not leave a blank – it goes onto the invoice the customer receives exactly as written, braces and all. Dates appear in the form 2026-10-31.