Templates

 

Templates automate the processing of user input and create customized output in various data and media formats.

   

Read more about using the templates functionality in the PortaBilling Templates Guide.

 

Resellers are able to create their own invoice templates and customize them with brand logos, colors, layouts, etc. Invoice templates can be created by using the internal built-in editor (PortaBilling® Layout Designer) or can be designed as .html+.css files.

 

Add a New Template

To add a new template, click the  Add button.

 

 

Field

Description

Name

The logical name of the template object.

Description

Type an informative and helpful description of this dialing rule.

General Info tab
Field Description

Source

  • Upload External Template – Select this option if you want to use an invoice template created offline.

  • Design Template using Built-in Editor – Select this option if you want to create template using PortaBilling® in-built functionality.

Template File (only for Upload External Template)

This allows you to upload a previously designed invoice template from an .html / .css file.

This simplifies the process if the invoice template is created by an external design agency (that does not have access to PortaBilling®) and allows advanced template customizations (e.g. arrangement of data to exactly match “legacy” invoices or insertion of dynamic content such as banners) by third-party developers.

Add Image (only for Upload External Template)

You can add an image to (or update an image in) the invoice template.

For example, to upload an image.gif file and display it in customer invoices, the template should contain code similar to the following <img src="[% image_path %]image.gif"/>.

Pages (only for Design Template using Built-in Editor)

  • A single page with totals only – This is a traditional-style invoice. It consists of a single page with an invoice header (your company name, customer name, etc.), invoice fields (invoice number, invoice date), and invoice footer (subtotal, total).

  • First page with totals + usage details attached on additional pages – This template’s first page is identical to the A single page with totals only invoice template. Additionally, it contains multiple pages with details of calls related to the invoice.

Subtotal per Service (only for Design Template using Built-in Editor)

This allows you to calculate (and respectively, show in the invoices) subtotals per service.