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Modifying Invoice Text Blocks

← Editing Invoices

Usually, the text fields as listed in Template Structure and Building Blocks are empty for draft invoices. The corresponding values are taken from the template when generating the PDF preview or when finalizing the invoice.

Depending on your organization's requirements, you must modify the texts for individual invoices, that is, without applying the changes to the invoice template. To this end, you can copy the text field contents of the template to the draft invoice and then modify the texts as required.

Make sure that the button Copy Text is available on the invoice detail view, see Enabling Template Text Copies.

  1. Open the invoice you want to modify.

  2. Click Copy Text.

    This copies the contents of the template text fields to the current draft invoice.

  3. In the Texts section, click next to the fields to be modified and specify the information as required.

    Alternatively, you can click to open the action menu and select Edit to edit all fields at once.

    Two versions of text fields?

    The invoice includes a number of text fields that can hold explanatory information related to certain invoice data. For PDF output, the text can contain HTML markup. For e-invoice XML files, however, HTML is not allowed. This is why these fields exist in two versions: one for HTML/rich text and one for plain text, for example

    HTML-Capable Field Plain Text Field
    Payment Info Payment Info (Plain Text)
    Text 1 Text 1 (Plain Text)

    JustOn Billing & Invoice Management retrieves the texts from the corresponding template fields on invoice finalization (or when users manually copy the template text). This fills the invoice fields accordingly: the complete information, including HTML markup, is inserted in the appropriate fields, and the same information without HTML is inserted in the plain text fields.

    Consequently, JustOn Billing & Invoice Management uses the values in the HTML-capable fields for rendering the PDF files, and the values in the plain text fields for creating the e-invoice XML files.

    Make sure to edit the relevant fields correctly.

  4. Click Save.