Release

Search

On this panel, you can view the available data fields (which are “containers” for real invoice data, defining where a specific element/value should be displayed in the built-in invoice template) and change the data format for these fields.

Data fields are used in the Page Header & Footer, Header, Fields, Columns, and Footer sections.

Invoice data fields panel

Field name

Link copied to clipboard

The name of the data field.

Field in layout designer

Link copied to clipboard

Click Show launch to open Layout designer and see the invoice sample. Hover over or double-click a specific value in the invoice to see which data field it corresponds to. You can change the location of data fields in the template, e.g., move the Invoice number data field to another corner.

Format

Link copied to clipboard

This shows the format of the data, e.g., the format 1234.10 of the Columns.Charged Amount data field means that the charged amount will be shown with a point as a decimal separator and with a rounding precision of 2 decimals, e.g., 102.18.

See How to edit a field to change the default format for a specific data field.

Formatting rule

Link copied to clipboard

You can apply a custom formatting rule to a specific data field if the needed format is not predefined in the Format dropdown list.

See How to edit a field to apply a formatting rule to a specific data field.

Post processing rule

Link copied to clipboard

This is a piece of Perl code to perform a specific conversion that is not possible with the standard PortaBilling formats. See the examples of using post-processing rules in the Post processing rules chapter.

Hide column info

Link copied to clipboard

This toggle is available only for the Columns data fields page. By default, the option is disabled and displays every record information in the invoice.

When the Hide column info toggle is turned on, the invoice shows only the totals per each service, total payments, taxes, etc.

How to edit a data field format

Link copied to clipboard

Hover over the needed data field and click Edit edit new. In the Edit data field dialog:

  • Format – you can change the default data format. Select one of the available options in the dropdown list, e.g., change the decimal separator format of the Columns. Charged Amount data field from point “1234.10” to comma “1234,10”. To define custom format, select Other: and specify the formatting rule below.
  • Formatting rule – specify the formatting rule after you selected Other: above (if the needed format is not predefined in the Format dropdown list). For example, you can change the format of the Columns. Payment Date data field from “DD-MM-YYYY HH:MI:SS” to “DD-MM-YYYY”.
  • Post processing rule – specify a post processing rule (which is a piece of Perl code) to perform a specific data conversion. See the examples of using post-processing rules in the Post processing rules chapter. Edit data field format window
See Also

On this page

Release
What's new
Admin manuals
Handbooks
API
UI help
Search