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This article provides sample code which can be used based on the scenarios listed below. These are meant to be examples only and should be customized to reflect the format and data that you wish to show in the invoice. These may be used in conjunction with other XSL code in order to create a complete invoice template. Please refer to the basic invoice template and customize that as needed. Related Link:
For details on customizing templates and advanced configuration help beyond what is provided in this article, please look at these good sites which will provide ways to manipulate data in XSL:
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Display Packages without services broken out. Packages will also display the period as shown below in the image.
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<xsl:apply-templates select="PackageGroup"/> |
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<xsl:template match="PackageGroup"> <xsl:apply-templates select="ItemGroup"/> </xsl:template><xsl:template match="ItemGroup"> <tr> <td colspan="5"></td> </tr> <tr> <td colspan="5"> <span> <h2> Monthly Charges for <xsl:apply-templates select="UserTopParent"/> </h2> </span> </td> </tr> <xsl:if test="count(Item)>0"> <tr> <td colspan="5"> <span> <h3> <xsl:apply-templates select="User"/> </h3> </span> </td> </tr> <tr> <td width="2%"></td> <td width="48%">Package</td> <td width="40%">Period Billed</td> <td width="10%" align="center">Amount</td> </tr> <xsl:apply-templates select="Item"/> </xsl:if> </xsl:template> <xsl:template match="Item"> <xsl:if test="not(Amount = '0.00')"> <tr> <td></td> <td> <b> <xsl:apply-templates select="Detail"/> </b> </td> <xsl:if test="count(CurrentBilldate)>0"> <td> <b> <xsl:apply-templates select="CurrentBilldate"/> - <xsl:apply-templates select="NextBilldate"/> </b> </td> </xsl:if> <xsl:if test="count(CurrentBilldate)=0"> <td> <b> <xsl:apply-templates select="TransactionDate"/> - <xsl:apply-templates select="TransactionDate"/> </b> </td> </xsl:if><td align="center"> <b> <xsl:apply-templates select="Amount"/> </b> </td> </tr> </xsl:if> </xsl:template> |
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<xsl:apply-templates select="PackageGroupRecurring"/> |
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<xsl:template match="PackageGroupRecurring"> <xsl:for-each select="PackageGroupItem"> <xsl:variable name="packagename"> <xsl:value-of select="Package"/> </xsl:variable> <xsl:if test="$packagename != 'Long Distance Rate Plan (3.9)'"> <tr> <td colspan="3" align="left"> <xsl:value-of select="Package"/> </td> <td align="right"> <b> <xsl:value-of select="Quantity"/> </b> </td> <td align="right"> <b> $<xsl:value-of select="Amount"/> </b> </td> </tr> </xsl:if> </xsl:for-each> <tr> <td colspan="5"> <HR width="40%" align="right" /> </td> </tr> <tr> <td colspan="4" align="right"> Recurring Total: </td> <td align="right"> $<xsl:value-of select="PackageGroupRecurringTotal"/> </td> </tr> <tr> <td colspan="5"> <HR width="100%" align="right"/> <HR width="100%" align="right"/> </td> </tr> </xsl:template>Profile Answers for Services |
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Displays profile answers attached to services that are show on the customer invoice As shown above, we have created the profile question ‘What is your favourite colour?’ on the Dialup Service. Once the XML is in place, we can then show that profile question answer on the invoice, in this case, the answer is ‘RED’ Complete Invoice Template Sample:
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<xsl:apply-templates select="InvoiceGroup"/> |
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<xsl:template match="InvoiceUserProfileGroup"> <xsl:if test="count(Profile)>0"> <xsl:for-each select="Profile"> <xsl:if test="ProfileQuestion = 'PO Number'"> <xsl:value-of select="ProfileAnswer"/> </xsl:if> </xsl:for-each> </xsl:if> </xsl:template> Invoice Detail |
Invoice Detail
Token in the invoice is 'Extra Detail' - The 'invoice detail' component on packages allows you to insert additional information or notes about a particular package on an invoice. Remember that this is a global setting for anyone who signs up for this package and is not configurable per account. The 'extra detail' token as referred to here displays the 'invoice detail' component data.
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<xsl:apply-templates select="ExtraDetail"/> |
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<xsl:template match="ExtraDetail"> <xsl:value-of select="." /> </xsl:template>Invoice Identifier |
Invoice Identifier
The invoice identifier option allows you to tag packages and/or services with a specific identifier for the purpose of applying formatting to the item on the invoice. For example, if you would like to hide specific services on invoices so that they are not seen by your customers you could create an invoice identifier named HIDE. In your invoice template you would look for any services which have an identifier value of HIDE and then react by not showing them on the invoice. The same could be done to hide services which do not have an amount ($0.00) on invoices, to highlight a particular discount or promotional service with different font formatting than the others listed.
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If you want to display only a list of manual transactions, in the case where you might be using package grouping as well, you can use this code below to show only those manual transactions
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<xsl:if test="count(PackageGroup/ItemGroup) = 0"> <xsl:apply-templates select="InvoiceGroup" /> </xsl:if> |
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<xsl:template match="InvoiceGroup"> <xsl:variable name="loop"> <xsl:value-of select="ItemGroup/Item[(ManualTransaction='Yes') ]"/>
</xsl:variable>
<xsl:if test="($loop != '')"> <tr> <td colspan="5"></td> </tr> <tr> <td colspan="5"> <span> <h2> Monthly Charges for <xsl:apply-templates select="ItemGroup/UserTopParent"/> </h2> </span> </td> </tr> <tr> <td colspan="5"> <span> <h3> <xsl:apply-templates select="ItemGroup/User"/> </h3> </span> </td> </tr> <tr> <td width="2%"></td> <td width="48%">Detail</td> <td width="40%">Period Billed</td> <td width="10%" align="center">Amount</td> </tr>
</xsl:if>
<xsl:for-each select="ItemGroup/Item"> <xsl:variable name="manual"> <xsl:value-of select="ManualTransaction"/> </xsl:variable> <xsl:if test="($manual = 'Yes')"> <tr> <td></td> <td> <b> <xsl:value-of select="Detail"/> </b> </td> <xsl:if test="count(PeriodStart)>0"> <td> <b> <xsl:value-of select="PeriodStart"/> - <xsl:value-of select="PeriodEnd"/> </b> </td> </xsl:if> <xsl:if test="count(PeriodStart)=0"> <td> <b> <xsl:value-of select="TransactionDate"/> - <xsl:value-of select="TransactionDate"/> </b> </td> </xsl:if> <td align="center"> <b> $<xsl:value-of select="Amount"/> </b> </td> </tr>
</xsl:if>
</xsl:for-each>
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How to Omit Account Detail Rows Where All Transactions are Zero
In the invoice detail, if you have accounts with zero dollar transactions, you can make sure they don’t show up in the detail with this piece of code
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Note: the below code as inserted into the 'ItemGroup' element |
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<xsl:template match="ItemGroup"> <xsl:variable name="showsubaccount"> <xsl:for-each select="Item"> <xsl:if test="Amount != 0.00"> <xsl:value-of select="Amount"></xsl:value-of> </xsl:if> </xsl:for-each> </xsl:variable> <xsl:if test="$showsubaccount !=''"> <tr> <td colspan="6"></td> </tr> <tr> <td colspan="6"> <span> <h2> Monthly Charges for <xsl:apply-templates select="User"/> </h2> </span> </td> </tr> <tr> <td width="2%"></td> <td width="58%">Service</td> <td width="20%" colspan="2" align="center">Period</td> <td width="10%" align="center">Amount</td> </tr> <xsl:apply-templates select="Item"/> <xsl:apply-templates select="InvoiceItemsSubtotal"/> </xsl:if> </xsl:template>This allows you to create new tokens if one does not exist, for example when you want to add taxes token with the invoice charges token and display the sum of the two. |
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This allows you to create new tokens if one does not exist, for example when you want to add taxes token with the invoice charges token and display the sum of the two.
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Note: When adding variables / tokens, if your format includes commas ( |
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i.e. $1,234.00 as opposed to $1234.00) to delineate thousands for example, you need to first strip the comma out of the token, perform the calculation, then add it back in using the XML formatting of numbers. |
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<xsl:copy-ofselect="$totalDue"/> |
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This allows you to convert the duration for telecom invoices on invoices to minutes
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<xsl:template name="convertdurationtomin"> <xsl:param name="duration"/> <xsl:variable name="hour" select='substring-before($duration, ":")' /> <xsl:variable name="rest" select='substring-after($duration, ":")' /> <xsl:variable name="min" select='substring-before($rest, ":")' /> <xsl:variable name="sec" select='substring-after($rest, ":")' /> <xsl:value-of select="floor( $hour * 60) + $min + ($sec div 60)" /> </xsl:template> |
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If you need to format your date, you can use a substring method for example to trim a 4 digit year to a 2 digit year. Because the date is not in a UTC format, you cannot currently use the standard XSL date formatting methods.