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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. The produced PDF document is intended to be distributed via email or postal service to customers, and it can be exported and archived. 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 Display
    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
    Limitations
    Template Variation
    Template Assignment
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