diff options
Diffstat (limited to 'httemplate/docs/billing.html')
| -rw-r--r-- | httemplate/docs/billing.html | 10 |
1 files changed, 8 insertions, 2 deletions
diff --git a/httemplate/docs/billing.html b/httemplate/docs/billing.html index 1d6f8c4fc..78e250153 100644 --- a/httemplate/docs/billing.html +++ b/httemplate/docs/billing.html @@ -4,12 +4,18 @@ <body> <h1>Billing</h1> <ul> + <li>Add one or more <a href="../browse/part_bill_event.cgi">Invoice events</a> implmenting your business rules for re-sending invoices, retrying cards, suspending, etc. <li>You can bill individual customers by clicking on the <i>Bill now</i> link on the main customer view. <li>The <a href="man/bin/freeside-daily.html"><b>freeside-daily</b></a> script should be run daily to bill customers and run invoice collection events. <li>Real-time credit card processing: Install the <a href="http://search.cpan.org/search?mode=module&query=Business%3A%3AOnlinePayment">Business::OnlinePayment</a> module for your processor. Configure the <a href="../config/config-view.cgi#business-onlinepayment">business-onlinepayment</a> configuration option. Disable the default <b>Batch card</b> <a href="../browse/part_bill_event.cgi">invoice event</a> and add one for Business::OnlinePayment. <li>Optional: Credit card expiration alerts: Customize <a href="../config/config.cgi#alerter_template">alerter_template</a> configuration option and run <a href="man/bin/freeside-expiration-alerter.html">freeside-expiration-alerter</a> daily. <li>Credit card decline alerts: Customize the <a href="../config/config.cgi#declinetemplate">declinetemplate</a> configuration option and set the <a href="../config/config.cgi#emaildecline">emaildecline</a> configuration option. - <li>Optional: Invoice template customization + <li>Typeset (LaTeX) invoice templates + <ul> + <li>Place your logo in EPS (Encapsulated PostScript) format at <code>/usr/local/etc/freeside/conf.<i>your_datasrc</i>/logo.eps</code>. + <li>Edit the <b>invoice_latexfooter</b>, <b>invoice_latexnotes</b>, and <b>invoice_latexsmallfooter</b> configuration files. If you are adventurous, edit <b>invoice_latex</b> as well. + </ul> + <li>Plaintext invoice templates <ul> <li>See the <a href="http://search.cpan.org/~mjd/Text-Template/lib/Text/Template.pm">Text::Template</a> documentation for details on the substitution language. <li>You <b>must</b> call the invoice_lines() function at least once - pass it a number of lines, and it returns a list of array references, each of two elements: a service description column, and a price column. Alternatively, call invoice_lines() with no arguments, and pagination will be disabled - all invoice line items will print on one page, with no padding (recommended for email invoices). @@ -23,7 +29,7 @@ <!-- <li>$overdue - true if this invoice is overdue --> </ul> </ul> - <li>Batch credit card processing +<!-- <li>Batch credit card processing <ul> <li>After <a href="man/bin/freeside-daily.html"><b>freeside-daily</b></a> is run, a credit card batch will be in the <a href="schema.html#cust_pay_batch">cust_pay_batch</a> table. Export this table to your credit card batching. <li>When your batch completes, erase the cust_pay_batch records in that batch and add any necessary paymants to the <a href="schema.html#cust_pay">cust_pay</a> table. Example code to add payments is: |