Invoice Template
Invoice Template is used to provide a structure to the invoices generated in the PurePro application. Invoice Templates allows the users to add, arrange and model information to generate invoices.
PurePro application supports a default invoice template which is used to structure & generate invoices in the application, however, it also allows the users to create a custom or bespoke templates to cater to the individual needs.
To Create a custom Invoice Template, users will first need to enable this in the configuration by following these steps: -
Under Billing Setup
Enable “Enable Invoice Builder Template”
Update
Enabling this configuration will give user the access to “Invoice Template” under {Admin -> Doc Templates}
Assigning Invoice Templates
After creating a custom invoice template users can assign this template at 4 different levels to take effect in the application. Each level defines the scope of the template and where it would be implemented. These are: -
Account: - Users can set an invoice template as default at the account level i.e. the template will be used for every invoice generated in that account. To assign an invoice template at the account level, users can follow these steps: -
Navigate to Account -> Configuration
Billing Setup Configuration
Select the desired invoice template under “Invoice Template”
Business Unit: - Users can set an invoice template as default at the business unit level i.e. the template will be used for every invoice generated in that business unit. To assign an invoice template at the business unit level, users can follow these steps: -
Navigate to Account -> Business Unit
Edit the required business unit
Select the desired invoice template under “Invoice Builder Template”
Customer: - Users can set an invoice template as default at the customer level i.e. the template will be used for every invoice generated for the selected customer. To assign an invoice template at the customer level, users can follow these steps: -
Navigate to Billing -> Customers
Edit a customer
Select the desired invoice template under “Invoice Builder Template”
Billing Scheme: - Users can set an invoice template as default at the billing scheme level i.e. the template will be used for every invoice generated linked to that billing scheme. To assign an invoice template at the billing scheme level, users can follow these steps: -
Navigate to Admin -> Billing Scheme
Edit the required Billing Scheme
Select the desired invoice template under “Invoice Builder Template”
Users can set Invoice Templates at more than1 level, at which point, the invoice templates will take priority as follows: -
Customer: - When set at customer level, this will take priority over all other levels
Billing Scheme: - When not set at customer level, this will take priority over all other levels
Business Unit [1]: - When not set at customer or billing scheme level, this will take priority over all other levels
Account Configuration: - When not set at customer, billing scheme or business unit level, this will take priority over all other levels
How to Set Up Invoice Template
Users can create their own invoice template or customise the existing one. Invoice templates can be accessed by navigation to {Admin -> Doc Templates -> Invoice Template}
To edit an existing invoice template, users can simply click on the edit button on the right side of the invoice template
To create a new template, users can follow these steps: -
Edit the existing Invoice Template
From the options available click on the “Clone” button
Provide a name for the new template and click save
Navigate back to the Doc Templates
Users can now edit the newly created invoice template
To import your own template, users can follow these steps: -
Edit the existing Invoice Template
From the options available click on “Import Template”
Provide the code to import and click save
Navigate back to the Doc Templates
Users can now edit the newly created invoice template
How to Configure Invoice Template
Invoice Templates can be customised to cater to user needs. The invoice template builder supports adding, removing, formatting and re-arranging of various elements in an invoice.
Currently, the general Layout of the invoice template builder is as follows: -
Toolbar: - Various options available to edit the invoice template, these options are: -
View Components: - Allows users to view the different components’ window
Preview: - Allows the users to view the preview of an invoice template
Fullscreen: - Allows users to view the current window in full-screen mode
View Code: - Allows the users to view the current invoice template’s code
Save: - Allows the user to save the changes made to the invoice template
Clone: - Allows the user to create new invoice template
Import Your Template: - Allows the user to import invoice template
Style Manager: - Allows the user to edit the style of the selected component
Settings: - Allows the user to manage the settings of the selected component
Open Layer Manager: - Allows the user to view different component layers
Components: - Allows the users to add new components to the invoice template
Invoice Template: - The Invoice template model for users to edit and see the changes
Users can drag and drop components from the components window onto the invoice template, these components can also be moved around or arranged as per user requirements.
Users can add images using the image/header image or footer image components [2]. To edit a text field, users can double click on the text component and update the text string [3].
Changes made are only effective after user has clicked “Save Changes” button.
When adding or updating components in the invoice template, users should ensure that the component are added inside the <div> tags to print the component on the invoice.
Notes
Setting invoice templates at the business unit level follows the parent-child relationship of the business units i.e. the invoice template set at parent business unit will affect all invoices in the child business units as well, however, invoice template set at the child business unit will not affect invoices in the parent or other child business units.
In places where a component adda the default PurePro image or to update an image, users can double click on the image to select a new image and update it.
Not all text fields are editable or updateable
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