By default, there are two sets of invoice templates available:
-
Order Confirmation Email Template
-
Confirmation Email/Invoice Template
Below is a list of example scenarios and which template would be used in each:
Scenario |
Template Used |
Configuration |
The confirmation will be sent via email to an Online user when an order is created online. |
Order Confirmation Email |
The default template is set on the Application Security application Roles|Basic page 'Email Template' field for the Internet role. |
The confirmation will be generated when an Online user clicks the 'View Printer-Friendly Invoice' button on the online viewOrder.asp page. |
Confirmation Email/Invoice |
The default template is set on the Application Security application Roles|Basic page 'Default Invoice Template' field for the Internet role. |
The confirmation will be generated when a Desktop user clicks the 'Invoice' button on the Customer Services application Order|Summary page. |
Confirmation Email/Invoice |
The default template is set on the Application Security application Roles|Basic page 'Default Invoice Template' field for the Internet role. |
The confirmation will be sent via email when a Desktop user clicks the arrow next to the 'Invoice' button on the Customer Services application Order|Summary page and selects the Email option. |
Confirmation Email/Invoice |
The template is selected by the user at runtime |
The confirmation will be generated when a Desktop user runs a batch of invoices in the Utilities application Orders|Order Invoice page using Email as the 'Target'. |
Confirmation Email/Invoice |
The template is selected by the user at runtime |
The confirmation will be generated when a Desktop user runs a batch of invoices in the Utilities application Orders|Order Invoice page using Print as the 'Target'. |
Confirmation Email/Invoice |
The template is selected by the user at runtime |