How to specify which template to use?
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What is a template?
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.
Depending on your business scenarios, you may have to use dedicated templates to support, for example,
- different locales (languages),
- specific customer groups,
- individual business entities.
So if there are multiple templates, what is the best way to specify which one to use – for a specific use case or as a fallback?
This is how JustOn Billing & Invoice Management looks for a template:
ON_Template field on the invoice source records
↳ ON_Template field on the account
↳ Template field on the business entity
↳ Default template
(1) To predefine a specific template for your standard use cases, you usually set it via the ON field ON_Template on your source records for the invoice generation.
Generally, ON_Template is a formula field. In the simplest use case, you just name the template to use. If necessary, however, you use a formula that returns a dedicated template according to your specific criteria – target region, business entity, product group, etc.
(2) As a more general setting, you can define a dedicated template per customer – using an ON_Template field on the account. If the source record does not specify a template, JustOn uses the one set on the account.
(3) In addition, you can set a template per business entity. If there is no template defined on the source record or the account, it is retrieved from the Template field on the business entity that is related to the target record (invoice or statement).
(4) If neither the source record, the account nor the business entity specify a template to use, JustOn Billing & Invoice Management falls back to the Default template. Note that you can leave the Default template shipped with the package untouched and use this as your fallback, or create a custom template according to your needs and name it Default.
Info
As long as an invoice has the status Draft, you can assign another template to the invoice.
Related information: