Billing

• Add one or more Invoice events implmenting your business rules for re-sending invoices, retrying cards, suspending, etc.
• You can bill individual customers by clicking on the Bill now link on the main customer view.
• The freeside-daily script should be run daily to bill customers and run invoice collection events.
• Real-time credit card processing: Install the Business::OnlinePayment module for your processor. Configure the business-onlinepayment configuration option. Disable the default Batch card invoice event and add one for Business::OnlinePayment.
• Optional: Credit card expiration alerts: Customize alerter_template configuration option and run freeside-expiration-alerter daily.
• Credit card decline alerts: Customize the declinetemplate configuration option and set the emaildecline configuration option.
• Typeset (LaTeX) invoice templates
  • Install teTeX and Ghostscript (included with most distributions).
  • Place your logo in EPS (Encapsulated PostScript) format with size 90pt X 36pt (epsffit -c 0 0 90 33 yourlogo.eps >logo.eps) at /usr/local/etc/freeside/conf.your_datasrc/logo.eps.
  • Edit the invoice_latexreturnaddress, invoice_latexfooter, invoice_latexnotes, and invoice_latexsmallfooter configuration options. If you are adventurous, edit invoice_latex as well.
• Plaintext invoice templates
  • See the Text::Template documentation for details on the substitution language.
  • You must 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).
  • In addition, the following variables are available:
    • $invnum - invoice number
    • $date - as a UNIX timestamp (see Date::Format for conversion functions).
    • $page - current page
    • $total_pages - total pages
    • @address - A six-element array containing the customer name, company, and address.
• HTML invoice templates
  • Place your logo in PNG format at /usr/local/etc/freeside/conf.your_datasrc/logo.png.
  • HTML invoices also use Text::Template.
  • Edit the invoice_html configuration option.
  • The following configuration options can be set to override the default behaviour of using the invoice_latex* data: invoice_htmlreturnaddress, and invoice_htmlfooter, invoice_htmlnotes.