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Invoices Templates is a convenient tool that makes the whole process of invoicing less time consuming and much more convenient and effective. It allows you to create custom invoice templates that would address your particular needs. The section is presented in the form of a table of invoices templates with the following columns (see screenshot below):
Screenshot: Invoices Templates section main window
Column Name | Description | |
---|---|---|
ID | Invoice template's identification number | |
Name | Name of an invoice template | |
Type | Type of an invoice template format (.pdf/.xls) | |
Reseller | List of resellers corresponding invoice template was assigned to | |
Notes | Additional information on a template |
Functional buttons/icons, presented in the section, are as follows:
Button/Icon | Description | |
---|---|---|
Allows to create a new invoice template in .pdf format | ||
Allows to create a new invoice template in .xls format | ||
Allows to delete an invoice template from the system |
When creating a new template, you need to choose its type. Currently, there are two types – .xls and .pdf. For creating a new template, click the respective button: New XLS Template or New PDF Template.
Screenshot: New XLS invoice template creation form
Section | Fields Description | ||
---|---|---|---|
General Information | General information about the invoice template | ||
| Unique name to differentiate invoice templates | ||
| Reseller who owns this invoice template | ||
| Code Deck, whose codes and their respective names will be hidden in the invoice | ||
| Language for the text representation of totals in the invoice | ||
| The order of rounding while calculating the totals:
| ||
| The way taxes will be calculated:
| ||
| If enabled, creates an xDR file for the invoicing period and attaches it to the invoice. To view advanced settings, click the | ||
| List of xDR file format (.csv, .xlsx or .xls) | ||
| Types of calls that will be included in invoices:
| ||
| List of columns which can be presented in the attached xDR file | ||
| Additional information concerning the invoice template | ||
Excel Template Parameters | Settings of an invoice template | ||
| List of statistics columns. If selected, the invoice will include summary statistics with selected columns | ||
| If enabled, the invoice will include the data on ordered packages into a current invoice for the selected period | ||
| Defined displaying format of xDRs list in a template |
Tip
When you select a Non-zero payable parameter in the Attached xDRs list to the invoice advanced settings, then:
1) created outgoing Invoice for Client will have attached xDRs file with:
2) created incoming Invoice for Client will have attached xDRs file with:
Attention
Screenshot: New PDF invoice template creation form
The process of creating a new PDF invoice template is divided into the following steps:
Add a table to your workspace, right-click on it, choose Table Properties, and define the Class field (stats, xDRs, packages, custom_taxes, custom) in the General tab;
Fill a table with relevant information, which should be present in invoices by using functional variables, which you can pick from a list provided in the same window on the right drop-down panels;
After an invoice template is created, fill in its Name and other fields in the General Information section, then click OK;
Go to Management > Resellers and select your invoice template in the reseller's properties. It will ensure that all customers of this reseller will be using this template;
When creating an invoice in Management > Invoices, you can use an invoice template prior to generating an invoice. JeraSoft Billing includes default .pdf templates, called default and default extended.
For creating an invoice template for SureTax or Compliance, view the info in the US Taxation article.
Attention
Please note:
Attention
In VCS 3.16.0.:
Tip
To help you avoid rounding issues with float numbers and missing cents, check out our Best practice example or read about round half to even algorithm, applied in the system, here.