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Screenshot: New PDF invoice template creation form

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The process of creating a new PDF invoice template is divided into the following steps:

1. Add a table to your workspace, right-click on it, choose Table Properties, and define the Classfield (stats, xDRs, packages, suretax_items, custom_taxes, custom) in the General tab;

2. 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; 

3. After an invoice template is created, fill in its Name and other fields in the General Information section, then click OK;

4. 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;

5. 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. 

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