Introduction

Staff users have the option to configure separate displays for Receipts and Invoices as well as designate which fields will appear in the Header and Item lines using Field Sets.

How to Enable Custom Receipt and Invoice Display

  1. Navigate to the Fonteva Framework tab.

  2. Under the Apps section, click Charge.

  3. Form the Critical Updates section, locate Enable custom fields on Invoice and Receipt.

  4. From the Action column, click the Down Arrow and select Activate. Once a Critical Update is activated, it cannot be deactivated.



  5. The Critical Update will then appear as Active, and the new fields will automatically be added to the Business Group object.

Configuring Custom Receipt and Invoice Display

Once the Critical Update is activated, the staff user will be presented with additional sections in the Business Group related to the Receipt and Invoice display. These sections separate the display for the Receipt and Invoice objects and also provide fields for additional customization.

The Invoice & Receipt Company Info Display will appear on both the Receipt and Invoice.

How to Configure the Receipt Display:

  1. From in the Business Groups tab, select an existing Business Group record.

  2. From the Business Group record, click Edit. An Edit modal will open.

  3. Scroll down to the Receipt Display section. 



  4. In the Receipt Header HTML text box, enter the desired Receipt Header HTML text.

  5. In the Receipt Header Fieldset CSV text box, enter the API Fieldset name.

    By default, the OrderAPI_Receipt_Header_Fieldset exists and contains the following fields from the Receipt Object:

    • Date

    • Receipt Number

    • Customer

    • Total

  6. In the Receipt Lines Fieldset text box, enter the API Fieldset name.

    By Default, OrderAPI_Receipt_Lines_Fieldset exists and contains the following fields from the Receipt Line Object:

    • Quantity

    • Line Description

    • List Price

    • Sale Price

    • Total

  7. In the Receipt Footer HTML text box, enter the desired Receipt Footer HTML text.

  8. Click Save.

Related Documentation: Staff users can create a new field set with a custom name and fields to best suit their needs. Learn how on the Creating a Field Set page in the System Documentation.

Example of how the Receipt Display fields look on a Receipt:


 How to Configure the Invoice Display

  1. Scroll to the Invoice Display section. 



  2. In the Invoice Header HTML text box, enter the desired Invoice Header HTML text.

  3. In the Invoice Header Fieldset CSV text box, enter the API Fieldset name.

    By Default, OrderAPI_Invoice_Header_Fieldset exists and contains the following fields from the Invoice Object:

    • Invoice Date

    • Invoice Number

    • Customer

    • Balance Due

  4. In the Invoice Lines Fieldset text box, enter the API Fieldset name.

    By Default, OrderAPI_Invoice_Lines_Fieldset exists and contains the following fields from the Invoice Line Object:

    • Quantity

    • Line Description

    • List Price

    • Sale Price

    • Total

  5. In the Invoice Footer HTML text box, enter the desired Invoice Footer HTML text.

  6. Click Save.

Example of how the Invoice Display fields look on an Invoice

Proforma Invoice Configuration 

Configure aspects of Proforma Invoice emails for the Business Group using the table provided.

Field

Description

Proforma Invoice Authentication Required

(Optional) Customers are required to authenticate to pay the Proforma Invoice.

Proforma Invoice Email From Address

The email address entered auto-populates as the sender’s email address when a Proforma email is sent manually. If left blank, the email address of the staff user sending the Proforma email auto-populates. This field is not available for automated emails.

Proforma Invoice Email From Name

The name auto-populates as the sender’s name when a Proforma email is sent manually. If left blank, the name of the staff user sending the Proforma email auto-populates. This field is not available for automated emails.

Proforma Invoice Email Subject

The subject auto-populates in the Subject Line when a Proforma email is sent manually. If left blank, the staff user’s Subject Line auto-populates.

Proforma Invoice Header

The entered text forms the header of the Proforma email.

Proforma Invoice Email Body

The entered text forms the body of the Proforma email.

Proforma Invoice Footer

The entered text forms the footer of the Proforma email.