Configuring PDF Creation

← Setting Up Invoice Finalization

When finalizing invoices, dunning reminders and account statements, JustOn Billing & Invoice Management creates human-readable PDF copies from these records, which usually are distributed to the corresponding accounts.

The template is the model based on which the PDF copy of an invoice, dunning reminder or account statement is rendered. It defines its contents and layout. Produced PDF documents are intended to be distributed via email or postal service to customers, and can be exported and archived.

Combining data with a template to produce an output

In addition to the fields that are printed to the PDF, the templates also include texts for the email that JustOn sends to distribute the rendered PDF documents.

JustOn Billing & Invoice Management supports two PDF rendering mechanisms – standard templates with Visualforce PDF rendering and Liquid templates with JustOn PDF service (see Working With Templates).

Configuring the creation of PDF copies involves the following tasks:

• Configuring Template Details
• Configuring Basic Standard Template Options
• Configuring Advanced Standard Template Options
• Modifying Standard Templates Using CSS
• Configuring Liquid Templates
• Working With Liquid Code