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You can find this section in HostBill Admin → Settings → General Settings → Billing → Document Templates.


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Table of contents

Table of Contents

Overview


HostBill provides you with an easy and convenient way to customize your billing documents: invoices and estimates. In Document Templates section lists available templates. You can not only modify the invoice elements but also customize the layout. If you wish to add a new template, you can duplicate and customize the existing template by clicking the Customize button.

To customize the templates HostBill by default uses source code editor, which can be changed to WYSIWYG editor in Settings → General Settings → Other → Admin portal.

Document Templates


Document logo

You can upload logo image to be used in your invoice template or use your company name text instead.

Invoice template

List of the invoice templates to choose from. You can add new by clicking on "Create new" button, modify the existing templates by clicking Customize or download sample document by clicking Preview.

Estimate template

List of the estimate templates to choose from. You can add new by clicking on "Create new" button, modify the existing templates by clicking Customize or download sample document by clicking Preview.

Credit Note Template

List of the Credit Note templates to choose from. You can add new by clicking on "Create new" button, modify the existing templates by clicking Customize or download sample document by clicking Preview.

Attachement Template

List of the email attachment templates (attached as PDF documents) to choose from. You can add new by clicking on "Create new" button, modify the existing templates by clicking Customize or download sample document by clicking Preview.

Add new template

To add any new document template click on the relevant "Create new" button. You will be presented with the editor (selected in  Settings -> Other -> Admin Portal) where you can create the document template. You can use template variables, available from the drop-down menu. The variables will be replaced with actual values when the document is displayed/downloaded.

Invoice details

Discount on invoice

This option lets you choose how the discount will be displayed on the invoice:

  • Show discount on invoice as negative invoice lines
  • Show discount on invoice as lines with coupon code
  • Just discount invoice amounts, without showing discount details

Use 2nd currency

All invoice values will be displayed in two currencies, original (the one invoice was generated in), and second selected from the list below. Please note you first need to add additional currencies.

Notice: this option works only on invoices generated after this option is enabled.

Day before conversion

If 2nd currency is enabled, HostBill will use conversion rate from the day the invoice was created (for EU invoices payment date is used). To use conversion rate from day before mentioned dates use this option (required in some EU countries)

Conversion rate in note

This option allows to place conversion rate used for 2nd currency in invoice notes.

Use 2nd language

When enabled all {$lang} values will be additionally translated with second language. Please note you need to first add additional languages

Show account #ID

When enabled invoice lines will show account ID for related entries.

Show account label

When enabled invoice lines will show account label entered by customer in client portal.

Period on recurring invoices

Invoices issued for accounts get period added to them by default. Invoices issued from Invoices → Recurring can also have period added when this feature is enabled.

Period on upgrade invoices

Invoices issued for accounts upgrades do not have period added to them by default.

Category/Product on upgrade invoices

Invoices issued on account upgrades do not have category/product added to them by default.

Period on domain transfer invoices

Domain transfer invoices have period added to them by default.

Period on estimates

Estimates have period added to them by default.

Setup fee as separate line

 With this option enabled setup fee if present on ordered item, will be added as separate line, rather than sum of recurring and setup fee on single line.

PDF prefix

With this option enabled, a company name prefix will be added to the file name

Document Filename

This option allows to set the name of the downloaded PDF files. Available variables include: 

  • Business name
  • Document ID
  • Document type

Invoice preview

This option allows you to preview the invoice to see how it would look like with the chosen options.