In response to a question from Axel from the Finance team about whether they can integrate the code for displaying payment URLs into their special invoice template, Linda asks Vijay, the Salesforce developer from Cloud Kicks, to join her to push this topic forward.
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If you are currently using one of the templates in our package, you can select the template that matches your current template under your company name.
There are two templates that are compatible with Frisbii Pay:
Invoice template 1 > Modèle Facture 1
Invoice template 2 > Modèle Facture 2 (For versions below 5.4 this is Invoice template 5 (> Modele Facture 5), not Invoice template 2)
For more details on the setup process: How to set up packaged templates.
Modify your custom template by uploading the suggested code to Github
At Cloud Kicks, they use a custom template instead of a package template. To display Frisbii Pay payment links on the invoice PDF, Linda and Vijay can pull the code from Frisbii's GitHub.
Steps
1. Open your sandbox and go to Setup > Visualforce Pages to open your customized template OR duplicate your Visualforce page in production for testing purposes, leaving your current template intact.
Tip: If you do not remember the name of your Visualforce page, you can open the template by clicking the template name displayed in the Default Invoice Template field for your corporate name. You can then search for the model name in the Visualforce Pages in Salesforce Setup.
In another window of your browser:2. Open the Frisbii GitHub.
3. Click the Sofactoapp Template Version >=247 folder and select the template currently in use.
4. Copy the entire code.
In the first window:
5. Enter the code.
Important: When inserting the code, be careful not to disrupt the structure of your page. This can result in error messages when saving and display errors in the PDF file.
If you have not set up the template yourself, ask the person who did or otherwise your integrator to do so.
6. Test using a draft invoice.
If you are in production, use the Other Template field to test the new model.
If you are in the sandbox, add the template to the Default invoice template under the corporate name.
In either case, first create a record in the Model object to establish the connection between the Visualforce page and the Frisbii object. For more information, see How to set up packaged templates.
Change the label Text_PaymentLink
Whether you customize your invoice template or not, you can easily change the name of the Frisbii payment link. We currently display: Payment Link.
Follow these instructions if you would like to display a different text instead:
Steps
1. Go to Setup.
2. Enter "Label" in the quick search bar.
3. Click on Custom Labels.
4. Click on the letter T.
5. Click on Edit next to the "Text_PaymentLink" label.
6. Make your changes to the translation text by clicking "Overwrite".
7. Save.
The text you selected will then appear below on the invoice PDF!