Invoice Templates

    Content of this article

    1. Preliminary remarks
    2. Create Invoice Templates
    3. Assign Invoice Templates to Offers

    1. Preliminary remarks

    plenigo offers the option of creating and customizing various invoice templates. 
    • One template can be used for all invoices. However, each template can also be explicitly assigned to an offer.
    • In the list view, a distinction is made between different types (B2C, B2B, B2C Event, B2B Event) under Invoice Type. However, this only serves as an example and is not automatically applied to these offers.
    • Templates must be actively approved before they can be used in the day-to-day business.
       The editing mode is organized in such a way that it is immediately clear which information is displayed at which position in the PDF.

    2. Create Invoice Templates

    • In the list under Commands, click on + Add. The editing mode opens.

    The following settings can be made:

    • Design: plenigo offers 5 different design templates from which you can choose from.
    • Position of the Logo: Determines on which position the label is shown.
    • Logo: Upload your company logo.
    • Text 1: Enter, for example, contact data (max. 5 rows á 100 characters).
    • Sender Address Line: is shown above the address in the letter window.
    • Invoice Details: Show data below or beside.
    • Position of the Title
    • Text 2: Free text which is shown below the table in which the offer details are listed.
    • Table Content: activate/deactivate checkboxes
      • Show Delivery/Service Date
      • Show Offer ID
      • Show Subscription ID
      • Show Additional Title Description (comes from the offer creation form)
    • Address Display: Set the address display using the drop-down menu.
    • Text 3: Free text which is shown below the table.
    • Text 4: Free text which is shown below the table.
    • Footer Columns: The footer can consist of 4 segments.
    • Click on Save. The template is only saved as draft and is not yet approved automatically.

    Approve draft:

    • In the list under Commands, click on Draft. The preview opens.
    • Action bar: The template can be edited, copied, approved or compared to other templates.

    1. Edit: The editing mode opens.
    2. Copy: A new window opens. The current template can be copied into another invoice template using the drop-down menu.
    3. Approve: The draft can be approved and then be used.
    4. Compare: If no template is available yet, invoice types are compared. If a template has already been created, the live and draft versions are compared.

    Several templates in one invoice type:

    Several templates can be created for one invoice type.
    In the list view, the column Status shows if the template is approved (live). If an approved template and a draft template both are available, live and draft is shown.


    Note:

    • Once the new draft is approved, the old live template is deleted.
    • It is not possible that several templates are active in one invoice type.

    3. Assign Invoice Templates to Offers

    Invoice templates can be explicitly assigned to any number of offers.
    • Open Products menu item.
    • Open Offers menu item.
    • Select an offer.
    • In the action bar, open Extended Offer Data.
    • Click on Invoice Template.

    • A new dialog window opens.
    • Select the invoice template already created using the drop-down menu.
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