My Invoice Template/Invoice Designs/Invoice Design Settings - Revision history

Scarpenter at 23:47, 5 November 2017

2017-11-05T23:47:37Z

Dcowan: minor text corrections

2017-10-19T02:11:04Z

minor text corrections

Dcowan: added see also

2017-10-18T23:55:28Z

added see also

Dcowan: initial invoice design settings page - not intended to document every design setting, just ones that need extra doco where we have come across implementation issues in support

2017-10-18T23:48:05Z

initial invoice design settings page - not intended to document every design setting, just ones that need extra doco where we have come across implementation issues in support

New page

{{DISPLAYTITLE:Invoice Design Settings}}

= Overview =

Whilst most invoice design settings are self-explanatory and do have a small description attached to assist you with how to use a particular design, some design settings may need a little bit extra documentation where the implementation rules are not able to be adequately described in a small description text field.

== Days Offset ==
This design setting only accepts a positive number. This design setting can be referenced in other design settings. (eg. Automated Payment Text) 
This value will be used in the (''Invoice Due Date less Days Offset'') calculation to determine the value of the <code>:p_auto_payment_date</code> output.

== Automated Payment Text ==
If the payment method is Direct Debit or Credit Card, the text contained in this setting, along with a small solid border will be included directly below the "Account Details" section of a standard invoice layout (''this position may vary if you have a custom invoice layout'').
The following variables can be placed inside the automated payment text field and will be expanded out to real values when an invoice is rendered.
{| class="wikitable"
|-
| :p_surcharge || Where a customer has either either % or $ based additional finance charges (surcharges), the system will print the value of those here. See [[Admin/Payment Details]]
|-
| :p_payment_method || This will either print 'credit card' or 'direct debit' - depending on the customer (Automated) Payment Method setting. See [[Account Management/Customer Screen/Payment Methods]]
|-
| :p_days_offset || This field only accepts a positive number. This value will be used in the (''Invoice Due Date less Days Offset'') calculation to determine the value of the <code>:p_auto_payment_date</code>. 
Note: It is not mandatory to reference this particular variable in the Automated Payment Text design setting. If it is referenced, only the stored value will print in its place. 
(eg. If the value is '2', then only the literal number '2' will print out on an invoice)
|-
| :p_auto_payment_date || Used in conjunction with <code>:p_days_offset</code>. Can only be reference in the Automated Payment Text design setting text field. 
This is not an invoice design setting of its own, rather it is a simple variable to indicate you wish the system to perform a calculation (''Invoice Due Date less Days Offset'') and print the resulting date in the format 'DD Mon YYYY' - (eg. '''18 Oct 2017'''). 
Special Note: If <code>:p_days_offset</code> has never been set, then this variable will print out as the literal characters they are. See last example below.
|}

An example usage of this design setting is to indicate to customers when an automated payment will be attempted. Customers typically match the [[Account Management/Customer Screen/Payment Methods | Automated Payment Terms (Days)]] to the <code>:p_days_offset</code> design setting.

* The following Automated Payment Text design setting value represents a typical scenario 
<pre>A payment via :p_payment_method will be attempted :p_days_offset days prior to the due date on :p_auto_payment_date. This payment will incur a surcharge of :p_surcharge</pre>
[[File:Invoice-design-setting-auto-payment-001.png|600px]]

* The value of <code>:p_days_offset</code> will change the way this output looks. Using an Invoice Due Date of 20/OCT/2017, the following examples indicate the calculation difference.
* It is important to note, that a missing <code>:p_days_offset</code> value (ie. ''you have never entered a value before'') will mean <code>:p_auto_payment_date</code> will print out literally - rather than substituting with a calculated date.
[[File:Invoice-design-setting-auto-payment-002.png|400px]]
[[File:Invoice-design-setting-auto-payment-003.png|400px]]
[[File:Invoice-design-setting-auto-payment-004.png|400px]]

@@ Line 24: / Line 24: @@
 | :p_auto_payment_date || Used in conjunction with <code>:p_days_offset</code>. Can only be reference in the Automated Payment Text design setting text field.<br />
 This is not an invoice design setting of its own, rather it is a simple variable to indicate you wish the system to perform a calculation (''Invoice Due Date less Days Offset'') and print the resulting date in the format 'DD Mon YYYY' - (eg. '''18 Oct 2017'''). <br />
-Special Note: If <code>:p_days_offset</code> has never been set, then this variable will print out as the literal characters they are. See last example below.
+Special Note: If <code>:p_days_offset</code> has never been set, then this variable will print out as the literal characters as they are entered. See last example below.
 |}

← Older revision		Revision as of 23:55, 18 October 2017
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	[[File:Invoice-design-setting-auto-payment-003.png\|400px]]		[[File:Invoice-design-setting-auto-payment-003.png\|400px]]
	[[File:Invoice-design-setting-auto-payment-004.png\|400px]]		[[File:Invoice-design-setting-auto-payment-004.png\|400px]]
		+
		+	= See Also =
		+	* [[Admin/My Invoice Template\|My Invoice Template]]
		+	* [[Admin/My Invoice Template/Invoice Layout\|Invoice Layouts]]
		+	* [[Admin/My_Invoice_Template/Invoice_Designs\|Invoice Designs]]

@@ Line 1: / Line 1: @@
 {{DISPLAYTITLE:Invoice Design Settings}}
-= Overview =
+We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to out new home.
-Whilst most invoice design settings are self-explanatory and do have a small description attached to assist you with how to use a particular design, some design settings may need a little bit extra documentation where the implementation rules are not able to be adequately described in a small description text field.
+[https://resources.emersion.com/display/EKB/Invoice+Design+Settings Take me to the Emersion Knowledge Base article]
-== Days Offset ==
+[[file:new_home_sm.jpg|900px]]