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Template Changes

With the Invoice Template Editor in pixi* Invoices you can change your templates for invoices, delivery notes, etc. Make sure you have pixi* installed on your computer and the C:\pixi\templates folder exists.

Important:

  • Create a back-up version before making changes to any of the templates.

  • You make independent changes to bill templates at your own risk. pixi* does not provide any guarantee.

  • Adjustments carried out by the pixi* support are chargeable.


Available Templates

  • Invoice: ###shopname###.rtm

  • Credit: ###shopname###_credit.rtm

  • Deloivery Note: ###shopname###_ps.rtm

If you would like to print a second page for the invoice, for example: returns slip or an additional order form, the template 2 ### shopname ###. Rtm will be created.


Example:

  • Shopname: DEM

  • Template name: 2DEM.rtm

If you'd like to print further pages with the invoice, the template names will follow this logic: 3shopname, 4shopname, etc.

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Configuration

Database Setting

Before the Invoice Template Editor can be used, the database setting Enable Invoice Template Editor (pixi* Control Center > Database Settings > Invoices) must be activated by pixi* Support.

Please send the signed agreement for editing the invoice templates to the support , which can be found in the my.pixi* App > Downloads > Documents > Agreements. Then the pixi* Support can unlock the functionality.


pixi* User Admin

In addition to the database setting (see above) that activates the function for editing the invoice templates, you can also specify which user role(s) should have the permission to edit the templates. Follow these steps to add the required right to a user role:

  1. Open the pixi* Control Center.

  2. Navigate to User Administration via Tools> Administration> User administration.

  3. Open the respective user role from the Roles and permissions tab by double-clicking or via .

  4. Enable the user right Allow using the Template Editor for invoice and picklist templates in the General group in Role Permissions tab and confirm the change with OK.

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Procedure

  1. Open pixi* Invoices with a user that has the user right Allow using the Template Editor for invoice and picklist templates assigned.

  2. Navigate to settings via Tools > Settings > Invoice Printing.


  3. You are now free to enter an invoice number into the text entry field.
    Attention: This entry subsequently has effect on the preview.

  4. Click Template Editor to start Invoice Template Editor.

  5. Choose desired template via file > Open> "C:\pixi\templates" and edit it.

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Preview

If you have customized your invoice template to your liking, you can always look at a preview of your template. Switch to the upper area in the Preview tab.

The display of the data now depends on whether or not you have entered an invoice number in the text field before starting the Invoice Template Editor (Step 3).

  • If you enter an invoice number, the data of this invoice will be used in the invoice template editor to display the preview.

  • If you do not enter a bill number, the data of the last created invoice will be used in the Invoice Template Editor to display the preview.

Thus, no more invoices need to be reprinted to get a preview of the customized invoice template.


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