Fo each billing contract, you can specify the invoice template to use when creating invoices. This defines the overall layout of the invoice and you can have several templates to cover, for example, internal and external charging plus invoices for different countries.
Existing templates are listed:
Click Add to create one or, for a listed template, click then:
Open |
to edit the template. |
Download |
to download the template and save it in XML format. |
Delete |
to delete the template providing it is not the default one. |
Enter or select details for each template:
Code |
identify the template and its purpose. |
Default |
is checked if this is the normal template to use for most invoices without selecting a specific version. |
Click Choose File to find required template details and then Upload to import for use: |
|
Template Definition |
is defined in xml format and provides the overall invoice layout. Format definitions can be obtained from the website (Atlantic-global.com). |
Invoice Header/Footer Image |
are graphics, such as company logos, that are optionally inserted at the top and bottom of the invoice. |