Billomat can create any number of templates and upload them as invoices or estimates.
This offers the advantage of providing a maximum amount of space for modifications and allows multiple templates to be uploaded (even for the same type of document).
Placeholders
Placeholders increase the usefulness of the templates.
Placeholders are standard text fields that are replaced by their respective values and content when a PDF file is created. For example: the invoice date is the placeholder for [Invoice.date] and is replaced by the date of invoice.
Summary of available placeholders
Blocks
Blocks allow a certain part of a template to be marked, which is then repeated depending on the amount of data.
For example, invoice items can be formatted easily. If each individual item is meant to appear as a separate line in the table, then only one line of this table needs to be set in the template. The beginning and the end of the line will be marked with special symbols. When converting the document to an invoice, this marked line is repeated as many times as there are line items. Of course, further placeholders can be used within the line.
The Bookmark names for a block always follow the same pattern:
{Marker type}_ {blockname}
For example: the variable that marks the beginning of a block for invoice items is called: blockStart_InvoiceItems. The variable marking the end of a block is called: blockEnd_InvoiceItems.
There are blocks at your disposal for estimate items, invoice items, and tax summaries. Specific descriptions are listed in the summary of available placeholders.
Creating templates
Billomat currently supports the following file formats: DOC, DOCX, and RTF.
These formats can be used with Microsoft Word or any other program that supports MERGEFIELDS and text markers from MS WORD. Instructions for template creation using Microsoft Word.
If the templates are produced with OpenOffice.org, then the file format RTF needs to be used. Instructions for template creation using OpenOffice.org.
Headers and footers
Headers and footers are displayed on each page. These are particularly suitable for displaying logos, addresses, and other contact information. Placeholders are allowed in headers and footers.
Pictures and graphics
Billomat supports the following image formats for inclusion in the templates: BMP, TIF, WMF, JPG, PNG and GIF. Please use RGB images (not CMYK) if at all possible.
Important: images should be embedded in the document. This means that links to images cannot be placed; however, the images need to be permanently saved in the document (embedded). If only a hyperlink to an image file is stored on the hard disk and then uploaded, it will get lost during the template upload process.
An overlapping of objects is not possible. This means that text cannot be placed on top of images. Also, the use of background images is not possible.
Fonts
Billomat supports the following fonts:
Aharoni, Andalus, Angsana New, AngsanaUPC, Aparajita, Arabic Typesetting, Arial, Arial Black, Batang, BatangChe, Browallia New, BrowalliaUPC, Calibri, Cambria, Cambria Math, Candara, Code EAN 13, Code 128, Comic Sans MS, Consolas, Constantia, Corbel, Cordia New, CordiaUPC, Courier New, DaunPenh, David, DFKai-SB, DilleniaUPC, DIN, DIN-Bold, Light-DIN, DIN-Regular, Dokchampa, dote, DotumChe, Ebrima, Estrangelo Edessa, EucrosiaUPC, Euphemia , Fang Song, Franklin Gothic Medium, FrankRuehl, FreesiaUPC, Gabriola, Gautami, Georgia, Gisha, Gulim, GulimChe, Gungsuh, GungsuhChe, IDAutomationHC39M, Impact, IrisUPC, Iskoola Pota, JasmineUPC, Kaiti, Kalinga, Kartika, Khmer UI KodchiangUPC, Kokila , Lao UI, Latha, Leelawadee, Levenim MT, LilyUPC, Lucida Console, Lucida Sans Unicode, Malgun Gothic, Mangal, Marlett, Meiryo, Meiryo UI, Microsoft Himalaya Microsoft JhengHei, Microsoft New Tai Lue, PhagsPa Microsoft, Microsoft Sans Serif, Microsoft Tai Le Microsoft Uighur Microsoft YaHei, Microsoft Yi Baiti, MingLiU, MingLiU_HKSCS, MingLiU_HKSCS-ExtB, MingLiU-ExtB, Miriam Miriam Fixed, Mongolian Baiti, MoolBoran, MS Gothic, MS Mincho, MS PGothic, PMincho MS, MS UI Gothic, MV Boli, Narkisim, NsimSun, Nyala, Palatino Linotype, Plantagenet Cherokee, PMingLiU, PMingLiU-ExtB, Raavi, Rod, Sakkal Majalla, Segoe Print, Segoe Script, Segoe UI, Segoe UI Light, Segoe UI Bold, Segoe UI Symbol , Shonar Bangla Shruti, SimHei, Simplified Arabic, Simplified Arabic Fixed, SimSun, SimSun ExtB, Sylfaen, Symbol, Tahoma, Times New Roman Trade Gothic LT Std Cn, Traditional Arabic, Trebuchet MS Tunga, Utsaah, Vani, Verdana , Vijaya, Vrinda, Webdings, Wingdings
Currently it is not possible to install further fonts, including original unique typeface.
Summary of all fonts (PDF file)
Automatic page numbering
Only the standard fields of Microsoft Word / OpenOffice.org may be used for page numbering.
Conditions
Microsoft Word allows the use of text depending on placeholder values. To this end, “IF logic” may be used.
For example:
{IF [Invoice.payment_types] = “transfer” “transfer request” “not transfer”}
Explanation:
If the method of payment of the invoice – here referenced as [Invoice.payment_types] – equals “transfer,” then use the text “transfer request,” and otherwise “not transfer.”
Note:
Placeholders can only be included in the formula and not in the generated values, which are text only.
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