Invoice Template

Created :Fri,11,2017
Last Updated:Thu,11,2023

Here you can create your customised invoice templates.

Adding New Template

In order to create new template click on Add New, enter required details and click on save.

Field	Description
Template Name	Name of a specific template.
Invoice Start Number	No which you want to start generating your invoices from.
Invoice Prefix	Prefix you want to add at the start of the invoice no e.g. INV so your invoice no will be INV1.
Estimate Prefix	Prefix you want to add at the start of the estimate no e.g. EST so your estimate no will be EST1.
Estimate Start Number	No which you want to start generating your estimates/quotations from.
Pages	Single Page with totals only:- One page invoice will be created displaying totals only First Page with total + usage details attached:- Invoice will be generated with all call details attached with the invoice.
CDR Format	Detail:- will display every single call on the invoice Summary:- will display summarised calls. You can check under Usage Column based on what columns calls will be summarised.
Group By Service	Switch ON If you want to generate Service based invoices.
Split Services on separate pages	Switch ON if you want to display each service on separate page on invoice.
Logo	Upload your company logo here
Show Zero Call	Switch ON if you want to display ZERO value calls on invoice.
Show Previous balance	If ON system will display previous account outstanding balance on the invoice.
Date Format	Select your desired date format.
Show Billing Period	Switch ON if you want to display billing period from and to on invoice.

You can setup your company/payment details by clicking on Periodic View button.

You can customise Usage/Call Details by clicking on Usage Column button.

You can delete invoice template by clicking on Delete button.