Create New Invoice Template

Users have the option to make modifications to an existing Utilibill Invoice template or to create their own from scratch. This instruction guide will focus on creating a new Invoice Template.

To locate the Invoice Set-up section of the platform, users must select the Admin Tab, then Invoice Set-up which is located under the Miscellaneous Section heading:

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The generated screen will display a list of all Utilibill invoice templates, as well as all user created invoice templates.

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Steps to create a new Invoice Template:

1. Users must select Create new invoice.

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2. Users must input an Invoice Name, select their paper size and specify the desired invoice margins.

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3. Users must select the relevant Categories to be included in their invoice template. *Please refer to Invoice Template Categories for category descriptions.

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4. Once satisfied users must select Save invoice. Once selected, the Create the invoice templates screen will populate.

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5. Users can first select the drop down arrow of the Category option box to select a category to customise. *Please refer to Invoice Template Categories for category descriptions.

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6. Users can now select the correct Field specifications which must align with the chosen category. This can be achieved by selecting the Fields drop down arrow. *Please refer to Field Specifications for Field type descriptions.

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7. Users can now begin to customise their invoice template by adding fields, images and format boxes.

Fields can be added to the template by either:

  • Clicking on a field option then dragging it to the desired template location.
  • Clicking on the template location desirable, then double clicking on the preferred field option.

Images can be added to the template by the following instructions:

  • Users must copy the image address of the desired picture.
  • Users must click on the top heading insert and select insert image.

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  • Users should select OK after making required dimension modifications.
  • the invoice should now display the image where the curser was last clicked.

Please note that as our Invoice Template editor uses HTML formatting, we recommend users take time to familiarise themselves with all HTML tools available. There are many free, online tutorials that users can access for further assistance.

Users must ensure to click Save after making changes to each category.

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Once all desired customisations have been saved, users can select Finish.

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Users can now begin a Bill Run!

 

Invoice Template Categories:

To facilitate invoice customisation, each template is divided into 11 editable sections Utilibill call categories.

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– Front Page – MAIN: This category enables users to customise the main area of the front page of the invoice. Defined specifically, it covers the area from the top of the page up to where the [CHARGESUMMARY] begins, the entire right hand side and ‘how to pay section’ at the bottom of the page.

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2 – Front Page – CHARGESUMMARY: This category enables users to customise the display of the Charge Summary area. It does not include the Charge Summary List, which has its own category.

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3 – Front Page – CHARGESUMMARY – LIST: This category enables users to customise the Charge Summary List itself.

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4 – Account Summary – ITEMISATION: This category enables users to customise the invoice Account Summary. Please note that this does not include the [ITEMISATION-LIST-HEADER] itself, which has its own category.

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5 – Account Summary – [ITEMISATION-LIST-HEADER]: This category enables users to customise the chargeable items included in the Account Summary.

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6 – Account Summary – [ITEMISATION-LIST]: This category enables users to customise the Account Summary section headings.

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7 – Statement and usage bar graph – [GRAPH]: This category enables users to customise information relating to customer ‘averages’ ect. Users can also remove this section entirely.

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– Statement and Usage bar graph – [GRAPH-IMAGE]: This category enables users to customise what the graph will represent. *Users can select between a bar or stacked bar graph.

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9 – EziDebit BPay – [BPAY]: This category allows users to customise the BPAY details which will be displayed in the BPAY area of the ‘how to pay section’ located on the front page.

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10 – Account Summary – [ITEMISATION-ENERGY-CHARGES]: This category is not in available.

11 – Account Summary – [ITEMISATION-ENERGY-LIST-HEADER]: This category is not available.

12 – Account Summary – [ITEMISATION-ENERGY-LIST]: This category is not available.

Field Specification:

Fields are options that users can select from to include on the Invoice Template. There are five Field Types, all of which align with a specific category section on the invoice. Users can either drag the Field option to the invoice or can double click on a Field option, which will appear in the place where the mouse last clicked.

1. Global Fields: These Field options are the most commonly uses can therefore be added to any category section of an Invoice Template. There are five Field Types, all of which align with a specific category section on the invoice. users can either drag the Field option to the invoice or can double click on a Field option, which will appear in the place where the mouse last clicked.

2. Iterator Fields (Charges Summary): These Field options are only to be used when working on invoice category 4 – Account summary – ITEMISATION, category 5 – Account Summary – [ITEMISATION-LIST-HEADER] and category 6 – Account Summary – [ITEMISATION-LIST].

3. Iterator Fields (itemisation): These Field options are only to be uses when working on invoice category 4 – Account summary – ITEMISATION, category 5 – Account Summary – [ITEMISATION-LIST-HEADER] and category 6 – Account Summary – [ITEMISATION-LIST].

4. Graph Fields: These Field options are only to be used when working on invoice category 7 – Statement and Usage bar graph – [GRAPH], category 8 – Statement and Usage bar graph – [GRAPH-IMAGE].

5. EziDebit BPay: These Field options are only to be used when working on invoice category 9 – [EziDebit BPay].

 

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