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.
|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.|
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.
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.
Here you can setup your company and payment details like your Bank Details. Once setup click on Save.
Here you can customise Usage/Calls section system displays on invoice.
Here 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.