Pre-defined HTML templates for Summary Statement

Here's a list of default templates that have been added to the Template Library screen of the Summary Statement (Billing > Manage Billing Document Configuration > Manage Invoice, Credit/Debit Memo Templates > Add New HTML Template). These templates offer pre-designed options for users to customize and configure summary statements.

• Transaction Table for Invoice Settlement - Displays a transaction table that consolidates all invoices, credit memos, debit memos, payments, and refunds for a specific statement period. This template is available when the Invoice Settlement feature is enabled.
• Transactions in Separate Tables for Invoice Settlement - Displays transactions in separate tables based on transaction types (e.g., invoices, credit memos, debit memos, payments) within a specific statement period. Each table reflects the transactions that occurred during the period. This template is available when the Invoice Settlement feature is enabled.
• List Open Transactions in Separate Tables for Invoice Settlement - Displays only open transactions in separate tables based on transaction types (e.g., invoices, credit memos, payments) within a specific statement period. Transactions with a zero balance or zero unapplied amount are excluded. This template is available when the Invoice Settlement feature is enabled.
• Transactions in Separate Tables - Suppress $0 Invoices for Invoice Settlement - Filters out $0 invoices from the transaction and invoice tables, organizes transactions into separate tables by type (e.g., invoices, credit memos, debit memos, payments) for a specific statement period. This is useful when multiple $0 invoices are generated due to no usage.  This template is available when the Invoice Settlement feature is enabled.
• Transaction Table for Invoice Item Adjustment - Displays a consolidated transaction table for invoices, invoice item adjustments, payments, and refunds for a specific statement period. Applicable when using the Invoice Item Adjustment feature.

• Transactions in Separate Tables for Invoice Item Adjustment - Displays transactions in separate tables based on transaction types (e.g., invoices, invoice item adjustments, payments) within a specific statement period. Each table reflects transactions from the period. This template is available when the Invoice Settlement feature is enabled.