Invoice Templates
Section overview​
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:
Screenshot: Invoices Templates section main window
| Column | 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​
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.
New XLS Template creation​
Screenshot: New XLS invoice template creation form
General Information​
General information about the invoice template:
- Name: unique name to differentiate invoice templates
- Reseller: Reseller who owns this invoice template
- Anonymized Codes: Code Deck, whose codes and their respective names will be hidden in the invoice
- Locale: language for the text representation of totals in the invoice
- Totals Calculation: the order of rounding while calculating the totals:
- "round then sum" - raw values are rounded first according to the currency settings, then summed;
- "sum then round" - raw values are summed first, then rounded.
- Taxes Calculation: the way taxes will be calculated:
- "percent from total amount" - taxes are calculated as a percentage from the total amount;
- "sum of individual taxes" - taxes are calculated as a sum of respective taxes.
- Attach xDRs list to the invoice checkbox: if enabled, creates an xDR file for the invoicing period and attaches it to the invoice. To view advanced settings, click the icon next to its name.
- xDRs List Format: list of xDR file format (.csv, .xlsx)
- Included Calls: types of calls that will be included in invoices:
- "All payable" - includes calls with any duration that have non-zero costs and use packages
- "Non-zero payable" - permits including calls with a non-zero duration that either have any cost or use packages.
- Select Columns: list of columns which can be presented in the attached xDR file
- Notes: additional information concerning the invoice template
Excel Template Parameters​
Settings of an invoice template:
- Statistics Columns: list of statistics columns. If selected, the invoice will include summary statistics with selected columns
- Include packages charges to invoice checkbox: if enabled, the invoice will include the data on ordered packages into a current invoice for the selected period
- Template: defined displaying format of xDRs list in a template
When you select a "Non-zero payable" parameter in the Attached xDRs list to the invoice advanced settings, then:
-
created outgoing Invoice for Client will have attached xDRs file with:
- incoming/outgoing non-free calls that should be paid by the Client
- outgoing free calls with non-zero duration
- outgoing free calls by package volume limits with non-zero duration
-
created incoming Invoice for Client will have attached xDRs file with:
- incoming/outgoing non-free calls that should be paid to the Client
- incoming free calls with non-zero duration
- incoming free calls by package volume limits with non-zero duration (it's applicable in case of usage of termination limits)
- xDRs table of the created invoice displays calls according to the settings of Attach xDRs list to the invoices settings.
- Stats table of the created Invoice shows calls included in the xDRs table.
New PDF Template creation​
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. The table can have no Class if needed; - 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", "default extended", and "default with taxes details".
For creating an invoice template for Avalara, SureTax or Compliance Solutions, view the info in the US Taxation article.
- 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".
Starting from v3.16.0, the Taxes table consists of the following variables:
{name}- Tax name{value}- Tax value in percent{effective_from}- Tax effective from date{amount}- Tax amount
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.