Billing Documents Overview

Billing Documents consist of the following:
  • Billing Statements
  • Invoices
  • Receipts
  • Statements
The type of documents that are sent to an Account during Automated Processing is determined by the Account Profile. Choices are:
  • Send a Billing Statement
  • Send an Invoice
  • Send an Invoice along with a Statement show overdue balances.

Billing Documents are rendered as HTML for viewing in a browser or PDF for sending via email as an attachment or printed and mailed.

Billing Documents are created by transforming XML data into HTML for web browsers or XLS:FO which is subsequently transformed into PDF.

The XML and subsequent rendered output is stored in /usr/local/billmax/documents. Logs files of the transformations are stored in /usr/local/billmax/logs and may contain valuable debugging information.

The default XSL transformation files are /usr/local/billmax/cfg/xsltfiles/html/documents.xsl for HTML and /usr/local/billmax/cfg/xsltfiles/fo/docuemnts.xsl for XSL:FO and subsequently PDF.

The optional logo is specified on the Virtual Company.

The transformation occurs only once for a Posted document for performance reasons. As a results, changes to the logo or to the XSL transformation files will not show up on Posted documents that have already been rendered.

Customizing Billing Documents may be done in one of two ways:
  1. Modifying /usr/local/billmax/cfg/xsltfiles/html/documents.xsl and /usr/local/billmax/cfg/xsltfiles/fo/documents.xsl for minor changes.
  2. Creating new XSL Files and changing the Account Profile Document Class to refer to the new XSL file for major changes.
    CAUTION:
    New files will not be updated by the BillMax upgrade process. This will cause new display functionality to be omitted until the new file is manually updated with the new changes.