Custom Invoice

Steps to customize customer invoice format for your business

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.

Template Configuration

• From Billing Invoice Settings in the Admin portal, enable 'Template Based Invoice Generation' and choose the theme of choice

Customizing Invoice Templates

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

  BILLING.EXE ExportNotificationTemplate /ApiEndpoint:[apiendpoint] /Username:[username] /Password:[password]

  • 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

    BILLING.EXE ImportNotificationTemplate Invoice /ApiEndpoint:[apiendpoint] /Username:[username] /Password:[password]

Email Template

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

  BILLING.EXE ExportNotificationTemplate /ApiEndpoint:[apiendpoint] /Username:[username] /Password:[password]

  • 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

BILLING.EXE ImportInvoiceNotificationTemplate Invoice /emailSubject:{emailSubject}"  /invoiceFilenameWithoutExtension:"{invoiceFilenameWithoutExtension}" /ApiEndpoint:[apiendpoint] /Username:[username] /Password:[password]  

• To update the other two templates, use the below command

BILLING.EXE ImportInvoiceNotificationTemplate Invoice /emailSubject:{emailSubject}" /ApiEndpoint:[apiendpoint] /Username:[username] /Password:[password]