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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 a the form of a table of invoices templates with the following columns (see screenshot below): 

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  1. Add a table to your workspace, right-click on it, choose Table Properties, and define the Classfield (stats, xDRs, packages, suretax_items, 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 reseller's properties. It will insure 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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