Preliminary Remarks
Frisbii Media 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 the offers.
Templates must be actively approved before they can be used in 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.
Create invoice templates
In the list under Commands, click on + Add. The editing mode opens.
The following settings can be made:
Design: Frisbii Media offers 5 different design templates to choose from.
Position of the logo: Where the logo appears on the PDF.
Logo: Upload company logo.
Text 1: Can be used for contact data, for example (max. 5 rows of 100 characters each).
Sender address line: Appears above the address in the letter window.
Invoice details: Show data below or next to it.
Position of the invoice heading
Text 2: Free text, appears above the table in which the offer details are listed.
Activate/deactivate checkboxes
Show Delivery/Service Date
Show Offer ID
Show Subscription ID
Show Additional Title Description (from the offer attachment)
Address Display: Use the drop-down menu to set the address display.
Text 3: Free text, appears below the table.
Text 4: Free text, appears below the table.
Footer columns: Footer can consist of 4 segments.
Click on Save . The template is initially saved as a draft and is not yet automatically approved.
Approve draft:
Click on Draft under Draft in the list view. The preview opens.
Action bar: The template can be edited, copied, shared or compared with other templates.
Edit: The edit mode opens.
Copy: A new window opens. The current template can be copied to another invoice type using the drop-down menu.
Approve: The draft is approved and can be used.
Compare: If no template is available, a comparison is made between invoice types. If a template already exists, a comparison is made between the live and draft versions.
Note:
As soon as the new draft has been approved, the old live template is overwritten.
Multiple templates cannot be activated in one invoice type.
Assign invoice templates to offers
Invoice templates can be explicitly assigned to any number of offers.
Open the Products menu item.
Open menu item Offers.
Select any offer.
Open Extended Offer Data in the action bar.
Click on Invoice Template.
A new dialog window opens.
Use the drop-down menu to select the invoice template that has already been created.