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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)

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