Uploading an invoice template to PortaBilling

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To upload an external invoice template to PortaBilling, follow these steps:

  1. Locate the HTML+CSS file for your custom template. An improved external invoice template is now available and can be downloaded from www.portaone.com: http://portaone.com/resources/invoice_template.zip
  2.  Prepare image files to be inserted into the template. The images must be defined in the HTML+CSS file with the following tag:<img class=”specify_image_class” src=”[% image_path %] specify_image_name.jpg” />.For example, to insert your company logo into the invoice template, you need to:
    • prepare the image file, e.g., “logo.jpg” (upload it at Step 3);
    • specify a style class for the image, e.g., “upper-logo”;
    • leave the image_path variable as it is.

    As a result, the tag to reference this image in the HTML+CSS file will look as follows:

    <img class="upper-logo" src="[% image_path %]logo.jpg" />.
  3. Upload the new invoice template and the image files to the PortaBilling administrative web interface.

    DashboardTemplate typeCustomize invoice

  4. Check the look of the invoice template. When you click Preview on the toolbar, a PDF-file showing the final layout is generated.
  5. Assign the uploaded invoice template to a new or existing customer.

    Customer class definitionCustomer level

  6. Below is an example of the invoice generated using a custom invoice template.

Custom_Invoice

In APPENDIX B. External Invoice Template Example, you can find another example of the custom invoice template. This example is analogous to the invoice layout designer’s default template.

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