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Creating and Modifying Invoice Layouts

The system has a default invoice layout it uses for all accounts, and custom layouts you can assign to any account.

Editing an Invoice Layout

Open Invoice Manager and click on data. On the list that appears, click the entry Invoice Layouts. this is a complete list of all layouts available. The one named "Default" will be used for any account that is not assigned to a custom layout.

Layouts are Html documents with a set of replacement strings that are added by the system when the Invoice is rendered. When editing Invoice layouts, remember that they will be delivered by email, so email guidelines should apply. For instance, avoid using stylesheets.

The following replacement strings are supported

  • $invoiceNumber$
  • $invoiceDate$
  • $dueDate$
  • $terms$
  • $accountNumber$
  • $legacyAccountNumber$
  • $invoiceTax$
  • $invoiceShipping$
  • $itemTotalAmount$
  • $invoiceTotal$
  • $amountDue$
  • $paymentDetail$
  • $billName$
  • $billEmail$
  • $billFax$
  • $billCompany$
  • $billAddress$
  • $billAddress2$
  • $billCityStateZip$
  • $billFullAddress$ - The address, address2, city, state, and zip as one entry. If any are missing, they are skipped and no blank line is left.
  • $contactName$
  • $contactEmail$
  • $contactFax$
  • $contactCompany$
  • $contactAddress$
  • $contactAddress2$
  • $contactCityStateZip$
  • $contactFullAddress$ - The address, address2, city, state, and zip as one entry. If any are missing, they are skipped and no blank line is left.
  • $InvoiceMessage$ (enables messages for specific items to appear on an invoice with that item)
  • $accountBalanceBeforeInvoice$ - returns the balance of the account immediately before this invoice is initially completed (billed), and it recorded with with invoice information. Note: this may not be the account balance at the time an invoice is reprinted.
  • $accountBalanceAfterInvoice$ - returns the balance of the account immediately after this invoice is initially completed (billed), and it recorded with with invoice information. Note: this may not be the account balance at the time an invoice is reprinted.

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