Name

The logical name of the template object.

Type

Choose one of the following template types:

• Invoice

• Tariff Download

Description

Type an informative and helpful description of this dialing rule.

Media

Choose one of the following media types:

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

Options

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.

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.

Source

• 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.

Taxation

This allows you to choose the taxation method. The following options are available:

• No Taxation – Select this option if customers that will use this template are exempt from taxation.

• Via Taxation Plug-in – The plug-in module will be used to make tax calculations.

• Tax Already Included in xDRs – In this case, back calculations from the total amount are made. If this option is selected, a list of taxes with an inline-editor will allow you to create, edit and delete up to 5 types of taxes.