Configuring Standard Templates

A standard template produces its PDF with the JustOn PDF service. Configuring one according to your needs usually comprises the following tasks:

• Creating the template
• Adjusting PDF options
• Specifying counter
• Specifying default payment due
• Editing generic text blocks
• Configuring payment reference text for SEPA Direct Debit or SEPA Credit
• Configuring payment information texts
• Modifying invoice email
• Displaying QR codes

Creating a Standard Template

1. Open the Templates tab.

2. Click New.

   This opens the New Template dialog.

3. Specify a meaningful name and select the template language.

   
   Creating a standard template

4. Click Create.

   This creates the template record, ready to produce PDF output:

   • The PDF Renderer field is set to v3.
   • The corresponding Liquid file is attached.
   • Language, PDF Options and Overrides carry the values for the selected language.

To produce a variant of an existing template – for a specific customer group or business entity, for example – clone the template record instead. The clone keeps the PDF Renderer value and the attached Liquid file. For details about diversifying templates, see Template Variation.

Attaching a Liquid File

The New Template dialog attaches the Liquid file for you. You only attach a file yourself if you want to replace the delivered one with your own, or if you are setting up a template for a document type that the dialog does not cover.

1. Open the template to be edited.

2. In the Notes & Attachments area, click to open the action menu, select Upload Files, then proceed as prompted.

   This operation requires the custom Type field (ONB2__Type__c) to be available on the page layout of the Content Version object. For details about adding fields to page layouts, see Modifying Page Layouts or Search Layouts.

3. Set the Type of the uploaded file to Liquid Template.

   The picklist value Liquid Template may not be available in your org. In this case, add it to the value picklist for the Type field of the Content Version object. For details, see Modifying Picklist Values.

The file title determines which document the file is used for:

Adjusting PDF Options

The PDF Options field controls locale, currency and number formatting, as well as rendering behavior. The field value is in JSON notation.

To adjust the options, open the template, click next to the PDF Options field in the Layout & Design section, and specify the value in JSON notation, like

{
    "locale": "de-DE",
    "currency": "EUR",
    "currencyDisplay": "symbol",
    "useDigitGrouping": true,
    "minimumFractionDigits": 2,
    "maximumFractionDigits": 5
}

JustOn recommends to set at least the locale property.

The formatting properties are applied in the Liquid file through the corresponding filters: {{ value | decimal }}, {{ value | currency }} (requires locale and currency), {{ value | percent }} (requires locale), and {{ value | money }} (for objects with amount and currency properties). For details, see Using Custom Liquid Filters.

Specifying Counter

Invoices, credits, cancellations and dunnings must have unique numbers to comply with legal regulations. In Draft status, these numbers are temporary and of no legal relevance. When setting them to Open, however, JustOn creates the unique and unalterable numbers for invoices, credits, cancellations and dunnings based on defined counters. For details, see Counters and Number Ranges.

Customizing templates therefore involves specifying the counter to be used. To do so:

1. Open the template or template detail to be edited.

2. In the Information section, click next to the Counter field and specify the counter as required.

   Alternatively, you can click Edit in the detail view to edit the field.

3. Click Save.

Specifying Default Payment Due

Depending on your business requirements, you can specify the number of days that is added to the invoice date by default in order to calculate the payment due date of the invoice. To do so, you configure the template field Default Payment Due.

1. Open the template to be edited.
2. In the Payment Information section, click next to the Default Payment Due field and specify the required number of days.
3. Click Save.

Editing Generic Text Blocks

In the main content area, the template includes three generic text blocks that you can use for any running text to be rendered in the final document.

• Text 1 – Text rendered above the invoice line item table, for example, a letter-like text introducing the invoice.
• Text 2 – Text rendered last by default, for example, a closing block.
• Text 3 – Optional free-text block rendered below the invoice line item table.

To edit the generic text blocks:

1. Open the template to be edited.

2. In the Texts section, click next to the Text 1, Text 2 or Text 3 field and specify the information as required.

   Alternatively, you can click Edit in the detail view and edit all fields at once.

3. Click Save.

Configuring Payment Reference Text

Depending on your organization's requirements, you specify a string that is to be written as the payment reference for SEPA payments. To do so, you configure the template field Payment Reference.

1. Open the template to be edited.

2. In the Payment Information section, click next to the Payment Reference field and modify the information as required.

   Modify the default value [InvoiceNo] - [InvoiceDate] as necessary.

   You can use the placeholders that are available for the invoice context.

3. Click Save.

Configuring Payment Information Texts

Depending on the payment method set for an invoice, you may want to provide some payment-relevant information to the invoice recipient – tell them that you collect the invoice amount via direct debit, or that you charge their credit card, or ask them to transfer the invoice amount themselves, for example.

To this end, you can use the Payment Info template fields. There are payment info fields for every applicable payment method. Depending on the payment method set on the invoice, JustOn copies the corresponding text to the Payment Info field on the invoice. Consequently, this text is printed to the invoice PDF.

To edit the payment info text blocks:

1. Open the template to be edited.

2. In the Payment Information section, click next to the Payment Info Online Payment, Payment Info Future Payment, Payment Info Direct Debit, Payment Info Credit Transfer, Payment Info Bank Transfer or Payment Info Paid field and specify the information as required.

   Alternatively, you can click Edit in the detail view and edit all fields at once.

   To ask your customer to transfer the payable amount in the next two weeks, you use the field Payment Info Bank Transfer specifying, for example, the following text:

   Please transfer the open amount within 14 days.
   

3. Click Save.

Modifying Invoice Email

In addition to the fields that are printed to the PDF, the invoice template also includes texts for the email that JustOn can send to distribute the rendered PDF documents. These fields include:

To edit the email contents:

1. Open the template or template detail to be edited.
2. Click Edit.
3. In the Email Text section, modify the fields as required.
4. Click Save.

Displaying QR Codes

JustOn Billing & Invoice Management can print a SEPA credit transfer QR code on the invoice. This involves adding the image tag to the Liquid file and setting the Add QR Code field on the template.

For details, see SCT QR Codes on Standard Templates.

Defining Headers, Footers and the Page Counter

The running page header and the page counter are defined in the Liquid file using print CSS – @page margin boxes together with the counter(page) and counter(pages) functions. The Page Header record field does not apply.

The Footer record field, by contrast, is evaluated: its content is printed as the document footer exactly as entered.

For example, to render a running footer like Invoice Page 1 of 2, add the following to the <style> block of the Liquid file:

@page {
    size: A4;
    margin: 2cm 1.5cm 3cm 2.5cm;

    @bottom-center {
        content: "Invoice Page " counter(page) " of " counter(pages);
    }
}

The delivered Liquid file already defines a page counter this way. Adjust the content string to localize it, for example, content: "Seite " counter(page) " von " counter(pages);.

For details on working with Liquid files, see Working With Liquid Code.

Related Tasks

For a field-by-field overview of which Template fields are read when creating the PDF and which are ignored, see Standard Template Field Usage.

For the ZUGFeRD-specific setup, see Configuring ZUGFeRD E-Invoices.

If you are moving an existing template from the earlier v2 engine, see Migrating Templates From v2 to v3.