Custom Invoice
Steps to customize customer invoice format for your business
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2205.1
Steps to customize customer invoice format for your business
Last updated
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Hybr Billing supports customizing invoices to your business needs, invoices can be customized with Company Logo, Unique Invoice Format, Additional Notes, etc., Out of the box, 3 templates are supported with varied themes.
Operators can choose a template from the default ones and can further customize it or new templates can be added to the application. To generate invoices in multiple languages, language-specific versions of the chosen template to be added to the application.
From Billing Invoice Settings in the Admin portal, enable 'Template Based Invoice Generation' and choose the theme of choice
To customize the default template for your needs, follow the below steps.
Export the required template
Run the below command using the latest billing tool to list the available templates
Select the required invoice template from the list - InvoiceTemplate_Theme 1, InvoiceTemplate_Theme 2, InvoiceTemplate_Theme 3
Once exported, navigate to the same folder specified in the message to get the file
Edit the exported template as required and place it in the same path where it was originally exported
To update the modified template, follow the below steps
Run the Import Command and Select the template to be updated from the list
Below are the email templates available to notify users on invoice generation and due date
Invoice generation email - InvoiceNotificationTemplate
Due date approaching alert email - InvoiceDueDateApproachingNotificationTemplate
Due date email - InvoiceDueDateNotificationTemplate
To customize the above default templates, follow the below steps for each template.
Export the required template
Run the below command using the latest billing tool to list the available templates
Select the required template to be modified from the list
Once exported, navigate to the same folder specified in the message to get the file
Edit the exported template as required and place it in the same path where it was originally exported
To update the modified template, follow the below steps
For the Invoice generation template, run the Import Command with email subject and invoice file name format
Email Subject and Invoice file name supports below placeholders
InvoiceId - Invoice Identifier
CustomerName - Tenant Company Name
InvoiceYear - Invoice Period's Year
InvoiceMonthNumber - Invoice Period's Month Number
InvoiceMonth - Invoice Period's month in text
SubscriptionId - Tenant Subscription Identifier
To update the other two templates, use the below command
