Working With Templates

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

Salesforce's built-in PDF rendering service generates downloadable, printable PDF files of specifically prepared Visualforce pages – in JustOn, for invoices and statements. Using Visualforce PDF rendering is the standard approach on the Salesforce platform and works for the most use cases. Templates and template details as well as their contents are easy to handle without expert knowledge. For concepts and implementation details, see Standard Template Concepts.

There may, however, apply some limitations. For details, see Visualforce PDF Rendering Considerations and Limitations in the Salesforce Help.

Liquid templates with JustOn PDF service

JustOn Billing & Invoice Management has added support for invoice and statement templates using the Liquid template language. To render the files and to produce the corresponding PDF output, JustOn uses a dedicated service based on the Chromium PDF engine.

Use this approach if your business requires sophisticated PDF customizations that are difficult or impossible to implement with Visualforce PDF rendering, like, for example, custom fonts or QR codes for Swiss invoices. For concepts and implementation details, see Liquid Template Concepts.

Note

Be aware that creating and modifying Liquid templates requires profound skills in web development techniques, in particular, Liquid template language and Cascading Style Sheets (CSS).

Creating and maintaining Liquid templates constitutes custom development. Related issues are therefore not covered by the general maintenance and support contract for JustOn.