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Invoice Templates

You can find this section under Trade Site > Invoice Templates in the IRP left navigation menu.

You use this section to configure customised invoices for different trade customers. Typically you might include the following elements in an invoice:

  • Your VAT/Tax number
  • Your logo and your contact details
  • The date, invoice number, Order ID and Purchase Order ID
  • The trade customer’s ID, billing address and delivery address
  • Quantity shipped, description, etc.
  • Unit price, shipping costs, VAT/TAX, total amount due, etc.

You can design your invoice templates to include all of these elements and imagery using the HTML editor in IRP Admin. There is also a useful Copy function, which makes it easy to re-use the same template over and over again.

Invoice Templates are straightforward to set up on the IRP. The main InvoiceTemplates.aspx page appears as follows:

IRP Invoice Templates page

You can use the search bar at the top of the page to search for the name of any Invoice Template in the system. The main grid shows the following details of each Invoice Template:

  • ID: This is the unique IRP identifier for the Invoice Template, used throughout IRP Admin.
  • Active: Active templates will be used by the system when creating Invoices for Orders. Inactive templates will be ignored until they are activated.
  • Name: This is the name of the Invoice Template, used to identify the template throughout IRP Admin.
  • Associated Countries: This is the Country that the Invoice Template applies to, for example Sweden.
  • Preview: Click this button to see what an Invoice Template will look like.
  • Copy: Click this button to copy an Invoice Template. This is useful if you need to create several Invoice Templates that are very similar other than, for example, the Associated Country. For details, see the How To Copy or Delete an Invoice Template article in this section.
  • Edit: Click this button to edit an Invoice Template. For details, see the How To Add or Edit an Invoice Template article in this section.

How To Guides (2)

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How To Add or Edit an Invoice Template
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How To Copy or Delete an Invoice Template

To copy an Invoice Template, follow these steps:

  1. Go to Trade Site > Invoice Templates in the IRP Admin left navigation menu.
  2. Click the Copy button to the right of the Invoice Template that you want to copy.
    The Invoice Template will be duplicated and the details will be displayed in the main grid. The Name of the Invoice Template will have ‘- Copy’ appended to it. You will also see a confirmation message at the top of the grid, for example:
    Copy Invoice Template success message
  3. Click the Edit button to the right of the Invoice Template and change the name and any other details of the Invoice Template.
  4. Click the Update Invoice Template button to save your changes.

To delete an Invoice Template List, follow these steps:

  1. Go to Trade Site > Invoice Templates in the IRP Admin left navigation menu.
  2. Click the Edit button to the right of the Invoice Template that you want to delete.
  3. Click the Delete Invoice Template button.
  4. You will be asked to confirm that you want to delete the Invoice Template. To proceed, click OK, otherwise click Cancel.
    The Invoice Template will no longer be displayed in the main grid on the InvoiceTemplates.aspx screen.

To add or edit an Invoice Template, see the How To Add or Edit an Invoice Template article in this section.

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