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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 |
Creating a New Invoice Template
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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 invoice | ||
| Language for text representation of totals in invoice | ||
| The order of rounding while calculating the totals:
| ||
| The way taxes will be calculated:
| ||
| If enabled, creates an xDR file for 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 |
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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;
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 reseller's properties. It will insure 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 VCS Billing includes default .pdf templates, called default and default extended.
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