How to Add a Billing Template

To add a new billing template, whether it is an invoice, an invoice specification, or a credit note, head over to the Control Panel, under the Billing section, click on Manage Billing Templates. 

The list of existing billing templates will appear, click the Add Billing Template button.

The following dialog will appear.

Typically, you will be given an invoice template file already in .snx file format, to upload this, click the Theme field.

Select Custom once it appears on the list.

The following dialog will appear.

Fill in the following information:

1. Language

Here is where you can change the default language for the new billing template from the system language to any language you want.

To make the new billing template multilingual, simply enter the information in the default language, then select another language and enter the information again.

2. Template Type

Here is where you can change the default template type from invoice to any type you want, and the options are as follows:

1. Invoice
2. Invoice Specification
3. Credit Note

3. Name

This field is mandatory.

Here is where you can name the new billing template. Typically, Users write the type of template and the language they have chosen for the billing template. This helps to easily identify the templates in case there are any changes later on.

4. Service fee summation text

Here is where you can specify the default service fee summation text for the new billing template.

5. Upload Template Definition File

This field is mandatory.

Here is where you can upload the .snx file by dragging and dropping it into the following area.

6. Date and Number formatting based on country standards

Here is where you can change the default formatting from the Use Business Unit Country to any country you want.

After filling in the information and uploading a template, click the Create button.

Click the OK button, and you are done.

Note:

1. Ensure that you are a User with 'Administrator'-rights set up to be able to access Control Panel.