FinBaze files and keeps the official copy of every invoice, quote, reminder, payslip and year document. You decide how it looks, at one of three levels per document type (platform.documentRendering.settings.set):

Whatever the level, the required content (VAT number, address, invoice number, reverse-charge text and so on) is checked. Rules the tax adviser has not yet confirmed produce warnings; the others refuse activation or reject your PDF, and FinBaze then falls back to its own layout.

Presets and fonts#

const { platform } = finbaze;
const layout = await platform.documentLayouts.save({
  documentType: "invoice",
  name: "Acme classic",
  layout: { /* blocks, theme */ },
  companyEditable: "unlocked_blocks",
});
const problems = await platform.documentLayouts.validate("invoice", layout.layout);
await platform.documentLayouts.activate(layout.id, { makeDefault: true });
await platform.documentFonts.upload({ woff2, family: "Acme Sans", weight: 400, attest: true });

A preset can let a company choose between several (documentLayouts.choose) or edit unlocked blocks. A company that picked a preset follows its new versions. Presets travel with the documents policy when you promote from the sandbox.

Templates#

Templates use a small logic-less language (placeholders, loops and conditions over the document's data model) with CSS and small images. Scripts, iframes, remote images, @import and SVG with script are refused. validate renders twelve fixtures and checks the required content; activate only works after a pass.

const t = await platform.documentTemplates.save({ documentType: "invoice", name: "Acme", source: html, css });
const checked = await platform.documentTemplates.validate(t.id); // checked.validationReport lists failures
await platform.documentTemplates.activate(checked.id, { makeDefault: true });

Rendering it yourself#

With mode partner, FinBaze sends document.render_requested with the data model (never a BSN), a deadline and signed links to attachments such as the invoice UBL. Render the PDF and answer before the deadline:

if (event.type === "document.render_requested") {
  const { job, dataModel } = event.data.object;
  const pdf = await renderInvoice(dataModel);
  const { uploadId } = await finbaze.platform.documentRendering.upload(pdf); // up to 10 MB, valid for an hour
  await finbaze.platform.documentRendering.attach(job, { uploadId }); // or { pdfBase64 } for small files
}

FinBaze scans the PDF (no scripts or embedded files) and checks its text against the document's facts. Emails and payment pages wait for the job to settle; on a rejection, a timeout or no answer FinBaze renders its own layout. Events: document.render_requested, document.render_rejected, document.render_failed, document.official_copy_created.

Custom domains#

Invoice, quote and payment pages can live on your own domain: customDomains.add("pay.acme.nl"), create the CNAME and TXT records it returns, and check. FinBaze issues the certificate; custom_domain.status_changed follows the status. A company is only served on its own platform's domains.