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 provides default templates, based on which you can define your own templates.
JustOn supports two PDF rendering mechanisms, referred to as version 1 and version 2:
- 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. There may, however, apply some limitations. For details, see Visualforce PDF Rendering Considerations and Limitations in the Salesforce Help.
- JustOn 2.62 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.
The way you configure and work with templates differs depending on the PDF rendering approach you use:
Using Visualforce PDF Rendering
Template Concepts
Template Structure
Template Variation
Template Assignment
Default Template
Basic Setup
Creating New Template
Populating Common Template Fields
Specifying Counter
Specifying Default Payment Due
Editing Standard Text Blocks
Adjusting Invoice Line Item Table
Adjusting Invoice Formatting
Adding Company Logo
Modifying Invoice Email
Advanced Options
Configuring Overrides
Configuring Subtotal Display
Displaying Total Net or Total Tax
Grouping Invoice Line Items by Category
Using CSS to Control Output
Configuring Transaction Display
Configuring Installment Table on Invoices
Configuring Balance Table on Invoices
Displaying Tax Breakdown Table
Configuring Payment Reference Text
Configuring Reverse Charge Notice Text
Displaying Outstanding Invoices
Accessing Template Debug Mode
Configuring Template Details
Using JustOn PDF Service
Template Concepts
General Concepts
Common Approach
Limitations
Configuring Templates
Enabling Template Layout v2
Configuring Liquid Template Rendering
Specifying Counter
Specifying Default Payment Due
Configuring Payment Reference Text
Modifying Invoice Email
Working With Liquid Code
Accessing Liquid Template Debug Mode
Using Custom Liquid Filters
Embedding Assets