Invoice Template Overview

Overview

Staffing agencies often run into complexities when creating invoices for their customers that require control over formatting and content. By using a combination of Microsoft Word mail merge templates, Aspose libraries and Invoice Terms level configuration, users are able to generate PDFs that suit their needs.

Customers cannot upload invoice templates themselves, but they can update templates and send them to support to upload.

  1. Logo: Custom logo updated by Support
  2. Agency Details: Agency information updated by Support
  3. Bill To: Pulled from Billing Profile
  4. Invoice: System generated on Invoice Statement
  5. Invoice Date: Pulled from Invoice
  6. Due Date: Pulled from Payment Terms
  7. Remittance Instructions: Pulled from Invoice Terms
  8. Example of Group by
  9. Example of Summarize by
  10. Earn Codes
  11. Billable Transactions
  12. Sales Tax: Pulled from Tax Rules on Invoice Statement

Template Capabilities

Invoice Templates allow for the following:

  • Add and modify fields, adjust columns, subtotals, etc.
  • Set the font, font size, bold/italics/underline, etc.
  • Format the alignment & tabs, numbers and dates.
  • Display the agency logo by embedding the agency’s image in the template
  • Create multiple invoice templates tailored to the needs of different customers, with varying levels of custom invoice formatting.
  • Specify logic that can vary based on the agency. For example, display data in red if the amount is negative or bold a ‘total’ amount if it’s over $500.00.
  • Pull in data from different sources for different sections of the invoice.
  • Format, group and summarize data.
  • Perform calculations and logic, for example subtotals, invoice amount, etc. within the table.