X-Git-Url: http://git.freeside.biz/gitweb/?a=blobdiff_plain;f=httemplate%2Fdocs%2Fbilling.html;h=a9d7508fcaae8151a1b31036daf3e04ce92ad7a6;hb=3485c34d9374892c3e4d6a56c7dd5f47f480f024;hp=de59fc60a726c2dd405bbc88f62cd2e13a8f2bd0;hpb=7e3eb82f87c371785544b706b7347c7edde2b593;p=freeside.git diff --git a/httemplate/docs/billing.html b/httemplate/docs/billing.html index de59fc60a..a9d7508fc 100644 --- a/httemplate/docs/billing.html +++ b/httemplate/docs/billing.html @@ -4,13 +4,22 @@

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: Invoice template customization +
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
- 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. +
- Install teTeX and Ghostscript (included with most distributions). +
- Place your logo in EPS (Encapsulated PostScript) format at /usr/local/etc/freeside/conf.your_datasrc/logo.eps. +
- Edit the invoice_latexfooter, invoice_latexnotes, and invoice_latexsmallfooter configuration files. 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 @@ -18,10 +27,10 @@
  - $page - current page
  - $total_pages - total pages
  - @address - A six-element array containing the customer name, company, and address. -
  - $overdue - true if this invoice is overdue +
-
Batch credit card processing +