Clock PMS+ lets you create your own HTML templates to print documents such as open and closed folios, invoices, etc.
Still, you can select to use the system template or a template of your choice to print a document.
Folio Print Template Setup
- Go to Settings -> All Settings -> section Documents -> Folio Print template.
- Add a new template and enter its name
Note:
- The folio template itself is to have an html format and contain the folio's html code instead of the code of the whole html page, i.e. it should not contain head or body tags.
- Template Language to be used is Liquid. For more information on its syntax, go here
- CSS framework to be used is the standard one for the system - Bootstrap. For more information, go here
Upon finishing the setup of folio templates, you can access them from the folio printing screen by clicking the 'View' button on the folio printing screen.
Setup of Default Print Templates
Once created, here is how you can set a template to be used by default when printing the respective document type:
Open and Closed Folios
Go to Settings -> All Settings -> section Documents -> Folio Printing - defaults and choose the template in the 'Folio print template' section. This will be the default print template used for open and closed folios.
Other Document Types
Go to Settings -> All Settings -> section Documents ->Document type(s) -> edit the document type(s). The Template selected in the field 'Folio print template' will be used for the folios closed through the respective type document.
Email auto send upon folio closure
Go to Settings -> All Settings -> section Documents -> 'Auto send folio email template with folio closure'.
The selected template will automatically be sent to customers upon each folio closure, if the payer of the folio has an email address in Clock PMS+.
Examples:
Variables
Folio
number : text
invoice_number : text
display_document_number_date : text
display_name : text
issuer_billing_info : BillingInfo
contragent_billing_info : BillingInfo
currency : text
closed_at : date_time
voided_at : date_time
master : Folio - 'correction to' master folio
total_vat : Money
net_value : Money
value : Money
balance : Money
charges_value : Money
charges_table_html : html - ready for use html table with charges
charges : Collection of Charge objects
payments_table_html : html - ready for use html table with payments
payments : Collection of Payment objects
taxes_table_html : html - ready for use html table with taxes
folio_taxes : Collection of FolioTax objects
folio_logo : Image
user_updated : User
voided? : boolean
payed? : boolean
open? : boolean
correction? : boolean
notes : text
BillingInfo
name : text
vat : text
second_identification : text
person_name : text
country : text - two letter ISO code
address : text
additional_billing_info : text
FolioTax
gross_value : Money
net_value : Money
tax_value : Money
tax_percent : number
tax_code : text
Payment
currency : text - currency ISO code
date : date
payment_type : text
text : text
value : Money
Charge
service : boolean
service_date : date
text : text
value : Money - charge value
price : Money - charge price for 1 qty
qty : number
revenue_group : text
revenue_category : text
tax_percent : number
tax_code : text
source : polymorphic object related with the charge. Can be : Account, Booking, Company, ...
User
name : text
Image
URL : text - full URL of the image
Money
No Method or to_s : text - amount
Liquid currency filter : text - amount and currency
Company
human : text. human - short company description. human(:extended) - long company description.
Booking
human : text. human - short booking description. human(:extended) - long booking description.