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.

template
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 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.
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 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, like, for example, custom fonts or QR codes for Swiss invoices.

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.

The way you configure and work with templates differs depending on the approach you choose:

Standard Templates and Visualforce PDF

Standard 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 Page Number Display
    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
Template CSS
Configuring Template Details

Liquid Templates and JustOn PDF Service

Liquid Template Concepts
    General Concepts
    Common Approach
    Limitations
Configuring Liquid 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