Locales Configuration Example

Summary

This guide covers how to configure a new locale for Germany and how to add translated text for product names so that products can be displayed in German on invoices.

Prerequisites

• Locale can be setup immediately, there are no prerequisite configuration steps

• Invoice configurations for account must be configured with the correct locale for the translated text to appear in the invoice

Sample Configuration

Adding a New Locale

1. Log into the LogiSense Billing application

2. Click on the Setup menu, User & Accounts and then Owners

   

3. On the owner screen that loads click on the Locales tab on the left

   

4. Select the locale to be added from drop-down list, in this example we are going to select Germany

   

5. Click on +Add button

   

6. The new locale will appear in the list of existing locales highlighted in a different color as below. Click on Save button to save the locale configuration.

Configuring Product Name Translations

1. On the Locales screen download the csv file for the Germany locale

   

2. Edit the csv file in google sheets or notepad to add translation for package and service name in column I
   Note: opening and editing the csv in Microsoft excel is not supported
   

   

3. When you have finished adding translations upload the edited csv file for the locale

   

Result

For accounts that are configured with invoice settings with the Germany locale, the translated text will appear in the service charges section. Below the package name ‘Basic IR Cable Service Monthly Fee’ is translated on the invoice.

Account / Profile / Packages

Account / Billing / Invoices / Download Invoice

The service appears with translated text as configured in locale configuration as below:

Next Steps

• Optional: if you wish to define custom payment types you can do so now or at a later date. See the Payment Types Configuration Example for instructions on how to add a payment type

• Optional: if you need to integrate the LogiSense Billing application with an external payment gateway you can do so. See the Payment Gateway Configuration Example for instructions on how to configure a gateway. This step is not an essential base configuration step and can be performed at a later time if desired

• SMTP settings need to be configured so that users you setup can be emailed. See the SMTP Settings Configuration Example for instructions on how to setup and test SMTP Settings