X-Git-Url: http://git.freeside.biz/gitweb/?a=blobdiff_plain;f=httemplate%2Fdocs%2Fbilling.html;h=adaac17dccfdcfb6a7666845ca3ab12309014a3c;hb=609fe46a015c92be8a93c1b05a2fb67133bfd22b;hp=c6ef7a869045d33c89c24b416a9c36bf84592faf;hpb=9bf26ed4b065b12826fc2980ff277a2f3be25c1d;p=freeside.git
diff --git a/httemplate/docs/billing.html b/httemplate/docs/billing.html
index c6ef7a869..adaac17dc 100644
--- a/httemplate/docs/billing.html
+++ b/httemplate/docs/billing.html
@@ -4,12 +4,21 @@
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.
+
- 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:
- - Batch credit card processing
+
- 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.
+
+