Invoice Presets

Company presets for invoice generation. Store your business details, logos, and track invoice history.

CLI Commands

For invoice generation commands, see CLI Invoicing. This page covers the knowledge base configuration.

Folder Structure

~/.config/pontius/knowledge/invoices/
├── README.md           # Documentation
├── companies.json      # Company presets
└── logos/              # Company logos (PNG/JPG)
    └── company-name.png

Company Schema

{
  "id": "acme-corp",
  "name": "Acme Corporation",
  "account_id": "work-uuid",
  "address": "123 Business St\nSan Francisco, CA 94102",
  "email": "[email protected]",
  "phone": "+1 (555) 123-4567",
  "website": "https://acme.com",
  "tax_id": "12-3456789",
  "logo": "acme-corp.png",
  "bank_details": "Bank: First National\nAccount: 1234567890\nRouting: 021000021",
  "payment_terms": "Due on receipt",
  "default_currency": "USD",
  "invoice_prefix": "ACME-",
  "next_invoice_num": 1001,
  "send_from": "[email protected]",
  "email_subject": "Invoice #{invoice_num} from {company_name}",
  "email_body": "Please find attached invoice #{invoice_num}.\n\nThank you for your business!\n\nBest regards,\n{sender_name}"
}

Field Reference

Field	Description
`id`	Unique identifier (slug format)
`name`	Legal/business name
`account_id`	Associated email account
`address`	Business address
`email`	Billing email
`phone`	Phone number
`website`	Company website
`tax_id`	Tax/VAT number
`logo`	Logo filename in logos/ folder
`bank_details`	Payment information
`payment_terms`	e.g., "Due on receipt", "Net 30"
`default_currency`	USD, EUR, GBP, etc.
`invoice_prefix`	Prefix for invoice numbers
`next_invoice_num`	Auto-incrementing number
`send_from`	Alias to send invoices from
`email_subject`	Custom email subject template
`email_body`	Custom email body template

Email Template Placeholders

Placeholder	Value
`{invoice_num}`	Invoice number
`{company_name}`	Your company name
`{customer_name}`	Customer name
`{product}`	Product/service description
`{amount}`	Invoice amount
`{currency}`	Currency code
`{sender_name}`	Sender's name

Setting Up a Company

# Interactive setup
$ pontius invoice setup
# Or add a logo
$ pontius invoice logo mycompany ~/Downloads/logo.png

Invoice History

The companies.json file also tracks sent invoices:

{
  "invoices": [
    {
      "number": "ACME-1001",
      "company_id": "acme-corp",
      "to": "[email protected]",
      "product": "Annual License",
      "amount": 499.00,
      "currency": "USD",
      "status": "sent",
      "created": "2026-01-06",
      "sent_at": "2026-01-06T10:00:00Z"
    }
  ]
}

Logos

Place logos in the logos/ folder. Supported formats: PNG, JPG.

Recommended size: 200x60px or similar aspect ratio for best PDF appearance.

File Location

~/.config/pontius/knowledge/invoices/companies.json