<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: Invoice template customization
+ <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>Typeset (LaTeX) invoice templates
<ul>
- <li>See the <a href="http://search.cpan.org/doc/MJD/Text-Template-1.42/Template.pm">Text::Template</a> documentation for details on the substitution language.
+ <li>Install teTeX and Ghostscript (included with most distributions).
+ <li>Place your logo in EPS (Encapsulated PostScript) format with size 90pt X 36pt (<code>epsffit -c 0 0 90 33 yourlogo.eps >logo.eps</code>) at <code>/usr/local/etc/freeside/conf.<i>your_datasrc</i>/logo.eps</code>.
+ <li>Edit the <b>invoice_latexreturnaddress</b>, <b>invoice_latexfooter</b>, <b>invoice_latexnotes</b>, and <b>invoice_latexsmallfooter</b> configuration options. 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).
<li>In addition, the following variables are available:
<ul>
<li>$page - current page
<li>$total_pages - total pages
<li>@address - A six-element array containing the customer name, company, and address.
- <li>$overdue - true if this invoice is overdue
+<!-- <li>$overdue - true if this invoice is overdue -->
</ul>
</ul>
- <li>Batch credit card processing
+ <li>HTML invoice templates
+ <ul>
+ <li>Place your logo in PNG format at <code>/usr/local/etc/freeside/conf.<i>your_datasrc</i>/logo.png</code>.
+ <li>HTML invoices also use <a href="http://search.cpan.org/~mjd/Text-Template/lib/Text/Template.pm">Text::Template</a>.
+ <li>Edit the <b>invoice_html</b> configuration option.
+ <li>The following configuration options can be set to override the default behaviour of using the invoice_latex* data: <b>invoice_htmlreturnaddress</b>, and <b>invoice_htmlfooter</b>, <b>invoice_htmlnotes</b>.
+ </ul>
+<!-- <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:
</pre>
All fields except paybatch are contained in the cust_pay_batch table. You can use paybatch field to track particular batches and/or particular transactions within a batch.
</ul>
- <li>The <a href="man/bin/freeside-print-batch.html"><b>freeside-print-batch</b></a> script can print or email pending credit card batches for manual entry.
+<!-- <li>The <a href="man/bin/freeside-print-batch.html"><b>freeside-print-batch</b></a> script can print or email pending credit card batches for manual entry. -->
</ul>
</body>
projects / freeside.git / blobdiff