Invoice Templates

To add or edit an Invoice Template, follow these steps:

1. Go to Trade Site > Invoice Templates in the IRP Admin left navigation menu.
2. To add a new Invoice Template, click the Add New Invoice Template button at the top of the screen.
3. To edit an existing Invoice Template, click the Edit button to the right of the Invoice Template that you want to edit. The InvoiceTemplateEdit.aspx screen appears.
4. Fill in the following details on the Template Information tab:

   Setting	Description
   Template Details
   Template ID	This is a unique IRP identifier for the Invoice Template, added automatically by IRP Admin.
   Active	Active templates will be used by the system when creating Invoices for Orders. Inactive templates will be ignored until they are activated.
   Template Name	Enter a Name for the Invoice Template. This will be used to quickly identify templates in IRP Admin.
   HTML Body Content
   HTML	Enter or edit the HTML content of the Invoice Template. You can use either HTML (by clicking the ‘Source’ button) or the rich text editor. Note that you do not have to make the CSS inline — you can specify styles in the CSS section below. Use any of the available placeholders (described below) to specify the placement of data.
   Available Placeholders
   Placeholders	Use any of the following placeholders in your HTML: $$ApplicationTradeURL$$ $$ApplicationURL$$ $$BillingAddress$$ $$CardExpiryDate$$ $$CardNumber$$ $$CardType$$ $$Category$$ $$CustomerID$$ $$DayPhone$$ $$DeliveryAddress$$ $$DiscountDescription$$ $$DiscountTotal$$ $$EmailAddress$$ $$ExternalStockID$$ $$InvoiceDateCreated$$ $$InvoiceDueDate$$ $$InvoiceID$$ $$ItemDescription$$ $$ItemTax$$ $$LineTax$$ $$LineTotal$$ $$LineTotalExTax$$ $$NameOnCard$$ $$OrderDate$$ $$OrderID$$ $$OrderIDBarcode$$ $$OrderItemIDBarcode$$ $$OrderSheetLogo$$ $$OtherPhone$$ $$PartCode$$ $$PickingLocation$$ $$PromotionDescription$$ $$PromotionTotal$$ $$PurchaseOrderNumber$$ $$Quantity$$ $$QuantityIninvoice$$ $$QuantityRemaining$$ $$ReceiptGeneratedDate$$ $$Shipping$$ $$ShippingExTax$$ $$ShippingMethod$$ $$ShippingexTax$$ $$StockID$$ $$StockImage$$ $$Subscribed$$ $$SubTotal$$ $$SubTotalexTax$$ $$TaxFree$$ $$TaxRate$$e$$ $$TotalPrice$$ $$TotalTax$$ $$UnitPrice$$ $$UnitPriceExTax$$ $$UnitTax$$ $$UnitTaxRate$$ $$UnitTotal$$ $$VatNumber$$ $$VoucherDescription$$ $$VoucherTotal$$
   CSS Styles
   CSS	If required, enter the CSS classes that you have referenced in the HTML section above.

5. Click the Insert Invoice Template button or the Update Invoice Template button. If successful, you should see a message at the top of the screen:
   

You can now move on to associate countries with the template, as follows:

1. Click the Countries Using This Template tab.
2. Use the Add or Remove buttons to move countries between the ‘Select Countries’ and the ‘Countries Using this Template’ boxes:
   
3. Click the Update Invoice Template button.

You should now see what your template looks like by clicking the Preview button on either the main InvoiceTemplates.aspx screen or on the InvoiceTemplateEdit.aspx screen. You can then make any necessary adjustments to the HTML and preview the template again.

To copy or delete an Invoice Template, see the How To Copy or Delete an Invoice Template article in this section.

To copy an Invoice Template, follow these steps:

1. Go to Trade Site > Invoice Templates in the IRP Admin left navigation menu.
2. Click the Copy button to the right of the Invoice Template that you want to copy.
   The Invoice Template will be duplicated and the details will be displayed in the main grid. The Name of the Invoice Template will have ‘- Copy’ appended to it. You will also see a confirmation message at the top of the grid, for example:
   
3. Click the Edit button to the right of the Invoice Template and change the name and any other details of the Invoice Template.
4. Click the Update Invoice Template button to save your changes.

To delete an Invoice Template List, follow these steps:

1. Go to Trade Site > Invoice Templates in the IRP Admin left navigation menu.
2. Click the Edit button to the right of the Invoice Template that you want to delete.
3. Click the Delete Invoice Template button.
4. You will be asked to confirm that you want to delete the Invoice Template. To proceed, click OK, otherwise click Cancel.
   The Invoice Template will no longer be displayed in the main grid on the InvoiceTemplates.aspx screen.

To add or edit an Invoice Template, see the How To Add or Edit an Invoice Template article in this section.