Templates automate the processing of user input and create customized output in various data and media formats.


Read more about using the templates functionality in the PortaBilling Templates Guide.


Resellers are able to create their own invoice templates and customize them with brand logos, colors, layouts, etc. Invoice templates can be created by using the internal built-in editor (PortaBilling® Layout Designer) or can be designed as .html+.css files.


Add a New Template

To add a new template, click the  Add button.


Field Description


The logical name of the template object.


Choose one of the following template types:

  • Invoice

  • Tariff Download


Type an informative and helpful description of this dialing rule.


Other information on the page will differ, depending on what type of invoice was selected in the Type field.


Add Tariff Download Template

General Info tab
Field Description


Choose one of the following media types:

  • .csv – Comma separated values.
  • .xls –Excel binary file format.


Permits the changing / altering of the default column set for the created template. The following options are available:

  • Normal – This is a traditional-style template with a default column set.

  • Quantity Based – The template has a set of fields that are typical for the quantity based tariff (e.g. Minimum Threshold, Rounding, Unit Price Initial, etc.).

  • Routing – When selected, the fields Route Category, Preference and Huntstop are enabled by default.


Add Invoice Template


Field Description

Managed By (only for Invoice type)

  • Administrator Only – By default.

  • The template can be assigned to a reseller so that it is visible in the list of available invoice templates on the reseller self-care interface.

General Info tab
Field Description


  • Upload External Template – Select this option if you want to use an invoice template created offline.

  • Design Template using Built-in Editor – Select this option if you want to create template using PortaBilling® in-built functionality.

Template File (only for Upload External Template

This allows you to upload a previously designed invoice template from an .html / .css file.


This simplifies the process if the invoice template is created by an external design agency (that does not have access to PortaBilling®) and allows advanced template customizations (e.g. arrangement of data to exactly match “legacy” invoices or insertion of dynamic content such as banners) by third-party developers.

Add Image (only for Upload External Template)

You can add an image to (or update an image in) the invoice template.

For example, to upload an image.gif file and display it in customer invoices, the template should contain code similar to the following <img src="[% image_path %]image.gif"/>.

Pages (Design Template using Built-in Editor)

  • A single page with totals only – This is a traditional-style invoice. It consists of a single page with an invoice header (your company name, customer name, etc.), invoice fields (invoice number, invoice date), and invoice footer (subtotal, total).

  • First page with totals + usage details attached on additional pages – This template’s first page is identical to the A single page with totals only invoice template. Additionally, it contains multiple pages with details of calls related to the invoice.

Subtotal per Service (only for Design Template using Built-in Editor)

This allows you to calculate (and respectively, show in the invoices) subtotals per service.