Difference between revisions of "Freeside:3:Documentation:Administration:invoice layout"

Latest revision as of 16:10, 12 July 2016

Invoice Layout and Content

Basic Invoice Styles

Several variables make significant changes to the appearance of invoices.

invoice_sections

enables the division of invoices into sections defined by package categories

package categories must be setup for this to work properly

invoice_sections_method

Section the invoices based on location, instead of package category.

invoice_usesummary

Indicates that html and latex invoices should be in summary style and make use of invoice_latexsummary or invoice_htmlsummary.

summary_subtotals_method

Defines what information to use when displaying summaries on invoices. Locations and package categories currently supported.

usage_class_as_a_section

enables the construction of a section per usage_class on invoices

svc_phone_sections

enables the creation of a section for each svc_phone

Invoice Templates

• {{#ifeq: latex | latex | LaTeX | HTML }} invoices use Text::Template with {{#ifeq: latex | latex | [@-- and --@] | <%= and %> }} delimiters.
• {{#ifeq: latex | latex | Edit the invoice_latexcoupon, | The following can be set to override the default behaviour of using the invoice_latex* data transformed to HTML: }} invoice_latexreturnaddress, invoice_latexfooter, invoice_latexnotes, and invoice_latexsmallfooter configuration options. {{#ifeq: latex | latex | If you are adventurous, | You may }} edit invoice_latex as well.

Common VOIP plan options for invoice appearance

Certain configuration options on telephony plan packages can have significant impact on the appearances of invoices by changing the data calculated and stored at the time of invoice generation.

CDR invoice display format [output_format]

controls the data stored for the usage detail on the invoice. Current choices are

 default                   - date, time, destination, regionname, duration, price
 default with source       - source, date, time, destination, regionname, duration, price
 default with account code - date, time, account code, destination, regionname, duration, price
 simple                    - date, time, user, destination, duration, price
 simple with source        - date, time, source, destination, duration, price

Section in which to place usage charges (whether separated or not) [usage_section]

names an invoice section which is to contain the usage portion of the invoiced package. If the section is to be included in a summary page then you will need to ensure the spelling exactly matches a package category

Include usage summary with recurring charges when usage is in separate section [summarize_usage]

creates an additional (2nd) line on the invoice showing the total usage associated with the package. Typically appears below a 'setup' and 'recurring' line (if they exist).

Always put usage details in separate section [usage_mandate]

causes freeside to generate an extra section for the usage details even when freeside is not using invoice sections. Make sure to also set the section (usage_section) you want the CDR's to go into.

Other Variables Changing Invoice Layout at Billing Time

separate_usage

controls the splitting of the setup, recurring, and usage components of packages into separate line items at generation time. It is one of two mechanisms which cause one or more separate 'Usage' lines to appear for each package. The other is the usage_mandate on a telephony price plan.

Variables Neither Perfectly Rendering nor Perfectly Generational

date_format

describes the appearance of dates

Usage is not universal and in some instances date format may be frozen when data is stored in the database.

money_char

defines the symbol to be used for currency in many locations

Usage is not universal and may in some instances be stored permanently in the database.

invoice_default_terms

declares the default payment terms for invoices

When this setting is changed, invoices which were not defaulted will retain their old value.

Boolean Rendering Variables

invoice_show_prior_due_date

Show previous invoice due dates when showing prior balances. Default is to show invoice date.

invoice_include_aging

Show an aging line after the prior balance section. Only valid when invoice_sections is enabled.

invoice_smallernotes

Display the notes section in a smaller font on invoices.

invoice_smallerfooter

Display footers in a smaller font on invoices.

invoice-ship_address

Include the shipping address on invoices.

invoice-all_pkg_addresses

Show all package addresses on invoices, even the default.

disable_line_item_date_ranges

Prevent freeside from automatically generating date ranges on invoice line items.

disable_previous_balance

Disable inclusion of previous balance, payment, and credit lines on invoices.

previous_balance-summary_only

Only show a single line summarizing the total previous balance rather than one line per invoice.

balance_due_below_line

Place the balance due message below a line. Only meaningful when when invoice_sections is false.

invoice-unitprice

enables a quantity (qty) field for quick charges, but otherwise only changes the rendering with the addition of qty and unit price columns on invoices

Freeside:Configuration:previous balance-section

Other Rendering Variables

invoice_latextopmargin

Optional LaTeX invoice topmargin setting. Include units.

invoice_latexheadsep

Optional LaTeX invoice headsep setting. Include units.

invoice_latexaddresssep

Optional LaTeX invoice separation between invoice data and the 'to' address (usually invoice_latexreturnaddress). Include units.

invoice_latextextheight

Optional LaTeX invoice textheight setting. Include units.

invoice_latexextracouponspace

Optional LaTeX invoice textheight space to reserve for a tear off coupon. Include units.

invoice_latexcouponfootsep

Optional LaTeX invoice separation between tear off coupon and footer. Include units.

invoice_latexcouponamountenclosedsep

Optional LaTeX invoice separation between total due and amount enclosed line. Include units.

invoice_latexcoupontoaddresssep

Optional LaTeX invoice separation between invoice data and the 'to' address (usually invoice_latexreturnaddress). Include units.

invoice_latexverticalreturnaddress

Place the return address under the company logo rather than beside it.

invoice_latexcouponaddcompanytoaddress

Add the company name to the 'To' address on the remittance coupon because the return address does not contain it.

previous_balance-exclude_from_total

Do not include previous balance in the 'Total' line. Only meaningful when invoice_sections is false. Optionally provide text to override the 'Total New Charges' description.

company_name

Your company name.

company_address

Your company address.

finance_pkgclass

The default package class for late fee charges, used if the fee event does not specify a package class itself. Also used to determine which invoice_section is the finance section of the invoice.

cust_bill-max_same_services

Maximum number of the same service to list individually on invoices before condensing to a single line listing the number of services. Defaults to 5.

cust_bill-consolidate_services

Consolidate service display into fewer lines on invoices rather than one per service.

Miscellaneous Variables Impacting Customer Perception of Invoices

These variables do not change the invoice per se, but do change what is emailed to a customer as an invoice.

invoice_email_pdf

Send PDF invoice as an attachment to emailed invoices. By default, includes the plain text invoice as the email body, unless invoice_email_pdf_note is set.

invoice_email_pdf_note

If defined, this text will replace the default plain text invoice as the body of emailed PDF invoices.

voip-cust_email_csv_cdr

Enable the per-customer option for including CDR information as a CSV attachment on emailed invoices.