Customize a Billing Document (PDF)

XML for documents are stored in /usr/local/billmax/documents by date. Choose a file containing the document type you wish to modify by examining the contents of the file.
  1. Copy /usr/local/billmax/cfg/xsltfiles/fo/documents.xsl locally. Make local edits.
  2. Copy /usr/local/billmax/cfg/xsltfiles/fop.conf locally. Edit file and change the strings file:cfg to file:/usr/local/billmax/cfg.
  3. Run the commands "xsltproc -o documents.xsl xmlfile; /usr/local/fop/fop -c fop.conf -q -fo -pdf xmlfile.pdf" where xmlfile is the input XML file copied from /usr/local/billmax/documents.
  4. View the resulting PDF document (assuming no errors).
  5. When satisfied with PDF, do one of the following:
    • copy edited documents.xsl to /usr/local/billmax/cfg/xsltfiles/fo/documents.xsl.
    • implement a new documentclass
      1. Copy edited documents.xsl to /usr/local/billmax/cfg/xsltfiles/fo/newnamedocuments.xsl.
      2. Add newname to the BillMax List documentclass.
      3. For each Account Profile that will use the new documentclass, set the Document Class tonewname.
  6. Warning: PDF files are stored for performance reasons. When testing a new XSL file, you must either have pending transactions and be generating trial documents, or be changing some data like due date in a posted document to see the results of the new XSL file. Changing the document class will also generate a new HTML and PDF.
    Test PDF generation from interface.