Extensions‎ > ‎Magento Invoicing‎ > ‎

Configuration


Installation



  • Extension installation instructions «HERE» 

Configuration



  1. Open Magento Admin

  2. Navigate to “System→Configuration→PDF Print-outs”

    Check you have the headings for Overall / Logo / Header / Footer , etc as shown below


           Invoicing Overview       

All invoice configuration is done via SystemConfigurationPDF Print-outs.

Note

  • Any configuration under SalesInvoice and Packing Slip Design is ignored once this extension is installed.

  • Most of the options available are self-explanatory. Where appropriate we have provided guidelines.

Overall



  • If you start moving the font size up too large you will see this has an adverse effect on the formatting. We recommended you keep in the 8-10 size.

  • The default margin is 50.
  • Show detailed payment information - Shows full credit card details (eg Card Number, Name on the Card) on the invoice, 'Remove payment information' must be set to 'No'.
  • Remove payment information - Removes payment method and all payment information (eg, Credit Card, Check/Money Order).

Logo




  • Upload your logo, or if you prefer you can use text. It is possible to position the logo on the left, right or centre.

Header


        


  • The header is output on all pdf files (invoice, packing slips, credit memos).

  • There are 2 optional free form fields, where you can set the label and value.

  • Title Position refers to the position of the document type text e.g. “Invoice”, “Credit Memo”. The actual text is set within either the Invoice, Credit Memo or Shipment Tabs.

Footer



  • The footer is optional - it allows you to display hard-coded text at the bottom of the pdf.

Invoice



  • Title is displayed at the top.

  • There are various options on what to display, including a free text block which is output in bold text.

Shipment




Credit Memo




Printed Shipping Labels

The extension has the ability to print shipping labels on the bottom of both the invoice and the shipping slip. You will find the option to include them on the invoice and shipment section. Most of the advanced configuration is on the Invoice configuration area and will be carried across to the shipment label if you choose to print it.

Label X 1 and Label X 2 refer to the X (horizontal) position of the the labels on the page. By default X1 will be around 75 and X2 around 325.

Label Y refers to the Y (vertical) position of the labels. Around 222 is a good place to start. The higher the number the further up the page priinting will start. Do not set this above 300 for reliable results.

The extension also gives you the option to include the sender address in a smaller size font, just enter it comma separated in the label sender address text area. You have the option to put it on the left, right or both labels.

If you would rather not see the order # on the label, the extension offers the ability to replace it with a title through the add title to shipping label text field. If you don't want to see anything just enter a blank.


Tips and Tricks



Change layout and spacing of Invoice #, Shipping Method & Payment Method section

The invoicing extension leverages Magento's Address Templates functionality and takes it a step further by allowing you to modify the spacing.

  1. To change the Layout navigate to (CE 1.7.0.1) System --> Configuration --> Customer Configuration --> Address Templates. There you will see the various templates, the invoicing extension uses the PDF template. In the example below, the PDF template has been changed so that street, region, state and postcode are comma separated on the same line:
  2.     {{depend prefix}}{{var prefix}} {{/depend}}{{var firstname}} {{depend middlename}}{{var middlename}} {{/depend}}{{var lastname}}{{depend suffix}} {{var suffix}}{{/depend}}|
        {{depend company}}{{var company}}|{{/depend}}
        {{if street1}}{{var street1}},
        {{/if}}
        {{depend street2}}{{var street2}}{{/depend}}
        {{depend street3}}{{var street3}}{{/depend}}
        {{depend street4}}{{var street4}}{{/depend}}
        {{if city}}{{var city}},{{/if}}
        {{if region}}{{var region}}, {{/if}}{{if postcode}}{{var postcode}}{{/if}}|
        {{var country}}|
        {{depend telephone}}T: {{var telephone}}{{/depend}}|
        {{depend fax}}<br/>F: {{var fax}}{{/depend}}|
        {{depend vat_id}}<br/>VAT: {{var vat_id}}{{/depend}}|
  3. To add new line breaks, you can use the | character. If you want to put the Company, Street Line 1 and 2 all on separate line then you would use a configuration like this:  
    {{depend prefix}}{{var prefix}} {{/depend}}{{var firstname}} {{depend middlename}}{{var middlename}} {{/depend}}{{var lastname}}{{depend suffix}} {{var suffix}}{{/depend}}|
    {{depend company}}{{var company}}|{{/depend}}
    {{if street1}}{{var street1}}
    {{/if}}
    |{{depend street2}}{{var street2}}|{{/depend}}
    |{{depend street3}}{{var street3}}|{{/depend}}
    |{{depend street4}}{{var street4}}|{{/depend}}
    {{if city}}{{var city}}, {{/if}}{{if region}}{{var region}}, {{/if}}{{if postcode}}{{var postcode}}{{/if}}|
    {{var country}}|
    {{depend telephone}}T: {{var telephone}}{{/depend}}|
    {{depend fax}}<br/>F: {{var fax}}{{/depend}}|
    {{depend vat_id}}<br/>VAT: {{var vat_id}}{{/depend}}|
  4. To change the spacing between Invoice #, Shipping Method, Payment Method ect there is a config switch under app/code/community/Webshopapps/Invoicing/etc/config.xml. In the config.xml you will see the following node:           
           <invoicing>
               <specialvars>
                   <invoice_number_spacing>0</invoice_number_spacing>
               </specialvars>
           </invoicing>    
          By changing the value 0 you can increase the number of space, a number between 3-5 is recommended for a nice amount of space. 

This is an example invoice combining the two features above, the PDF template has been changed to the one described in section 1 and the <invoice_number_spacing> node has been changed to 5.

Amasty Order Attribute extension

The invoicing extension is capable of pulling attributes from the Amasty Order Attribute extension extension and displaying them in a section on the invoice/credit memo/shipping slip.

  1. To switch on this functionality there is a config switch under app/code/community/Webshopapps/Invoicing/etc/config.xml. In the config.xml you will see the following node:           
           <invoicing>
               <specialvars>
                   <amasty_attribute_extn>0</amasty_attribute_extn>
               </specialvars>
           </invoicing>
    
          By changing the value 0 to 1 you switch on the Amasty functionality - Amasty attributes will then be pulled and displayed. Please note, this will only work if the Amasty Order Attribute extension is installed and configured. 


Ċ
Unknown user,
Feb 14, 2013, 4:43 AM