Invoice Template
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. |
|
Show Taxes On Separate Page |
Show Taxes On Separate Page, if ON then Taxes will be shown on separate page instead of the first page and only works on the template |
|
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. |
|
Ignore Call Charges |
If ON then system will not take into count call charges on the invoice. Only subscriptions and additional charges will be shown |
|
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 the Usage Column based on which 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 a separate page on the invoice. |
|
Logo |
Upload your company logo here |
|
Show Zero Call |
Switch ON if you want to display ZERO value calls on the invoice. |
|
Show Previous Balance |
If ON, the system will display the previous account outstanding balance on the invoice. |
|
Date Format |
Select your desired date format. |
|
Show Billing Period |
Switch ON if you want to display the billing period from and to on the invoice. |
|
Invoice period based on |
If prepaid, then current month if postpaid, then last month |
|
Split Services on separate pages |
If ON, each service will be displayed on a separate page |
|
Show Discount Plan Usage |
ON if you want to display discount plan usage |
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.
Periodic ViewHere you can setup your company and payment details like your Bank Details. Once setup click on Save. 
Usage ColumnHere you can customise Usage/Calls section system displays on invoice. 
Management ReportsHere you can manage the reports you want to display in invoice and on invoice view page. 
Invoice page will have this 
button when enabled.You can rename report. You can also show and hide report and change ordering of report. Click on Save button to enable these reports. 