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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_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. 

Tip

For creating an invoice template for SureTax or Compliance, view the info in the US Taxation article.



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(warning)    Attention

Please note:

  • You can select the Time Format (H:M:S) or (M:S) while creating a new invoice template. The default format is in minutes (M).
  • There is a package arrangement by numbers in Invoices and Invoices Templates. While generating invoices, the system sorts packages in invoices. The names of packages could include numerical symbols. Please use numerical symbols as 001 name, 002 name, etc. in the names of packages. Moreover, it's advisable to avoid names with special symbols like %001 name, -001 name.


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(warning)   Attention

In VCS 3.16.0.:

  1. Taxes Table group of functional variables to display collected taxes in an invoice has been added. Taxes Table consists of the following variables:
    • {name} - Tax name
    • {value} - Tax value in percent
    • {effective_from} - Tax effective from date
    • {amount} - Tax amount
  2.  New default with taxes details template with included Taxes Table functional variables has been added to the section.

Method of Calculating and Rounding Values 

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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.


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