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| − | | |
| − | '''Exports''' allow you to provision services to remote machines, databases and APIs. Some exports, such as ''sqlradius'' and ''sqlradius_withdomain'', enable a feed for retreiving rating/usage data.
| |
| − | | |
| − | Exports can be added and edited under
| |
| − | : Configuration -> Provisioning, services and packages -> View/edit exports
| |
| − | | |
| − | Click on ''Add a new export'' to create a new export. Select exports from the dropdown to show more information on each export, including available options, setup and usage.
| |
| − | | |
| − | Exports are activated by associating them with one or more '''service definitions'''.
| |
| − | | |
| − | == Services == | |
| − | | |
| − | * Some rough notes on setting up [[Freeside:1.7:Documentation:Administration:Services:svc_acct|username-based services]]
| |
| − | | |
| − | == Packages ==
| |
| − | | |
| − | * Some notes on [[Freeside:1.7:Documentation:Administration:Upselling | Upselling]]
| |
| − | | |
| − | == Resellers ==
| |
| − | | |
| − | == Employees ==
| |
| − | | |
| − | == Billing ==
| |
| − | | |
| − | === Invoice events ===
| |
| − | | |
| − | * Use invoice events to implement your business rules for re-sending invoices and late notices, retrying cards, suspending, etc.
| |
| − | <code>Configuration -> Billing -> View/Edit invoice events</code>
| |
| − | * The freeside-daily script should be run daily to bill customers and run invoice collection events.
| |
| − | * If any monthly events are enabled, the freeside-monthly script should be run monthly.
| |
| − | * Invoice events can also be used to implement agent-virtualized invoices. (add more info)
| |
| − | | |
| − | === Invoice templates ===
| |
| − | | |
| − | ==== Typeset (LaTeX) invoice templates ====
| |
| − | | |
| − | ===== Prerequisites =====
| |
| − | | |
| − | * Install teTex and Ghostscript (included with most distributions)
| |
| − | | |
| − | ===== Content setup =====
| |
| − | | |
| − | * Edit the invoice_latexreturnaddress, invoice_latexfooter, invoice_latexnotes, and invoice_latexsmallfooter configuration options. If you are adventurous, edit invoice_latex as well.
| |
| − | | |
| − | ===== Logo setup =====
| |
| − | | |
| − | * Save a vector format logo in EPS (Encapsulated PostScript) format.
| |
| − | * Resize the logo to 90pt X 36pt: <code>epsffit -c 0 0 90 36 yourlogo.eps >logo.eps</code>
| |
| − | * Copy the resized logo to <code>/usr/local/etc/freeside/conf.''your_datasrc/logo.eps''</code>
| |
| − | * Problems? Try <code>bin/strip-eps <oldlogo.eps >trynewlogo.eps</code>
| |
| − | | |
| − | ==== HTML invoice templates ====
| |
| − | | |
| − | * Place your logo in PNG format at <code>/usr/local/etc/freeside/conf.''your_datasrc''/logo.png</code>
| |
| − | * Edit the invoice_html configuration option or the <code>/usr/local/etc/freeside/conf.''your_datasrc''/invoice_html</code> file. HTML invoices use Text::Template with <%= and %> delimiters.
| |
| − | * The following configuration options can be set to override the default behaviour of using the invoice_latex* data transformed to HTML: invoice_htmlreturnaddress, and invoice_htmlfooter, invoice_htmlnotes.
| |
| − | | |
| − | ==== Plaintext invoice templates ====
| |
| − | | |
| − | * See the Text::Template documentation for details on the substitution language.
| |
| − | * You must call the invoice_lines() function at least once - pass it a number of lines, and it returns a list of array references, each of two elements: a service description column, and a price column. Alternatively, call invoice_lines() with no arguments, and pagination will be disabled - all invoice line items will print on one page, with no padding (recommended for email invoices).
| |
| − | * In addition, the following variables are available:
| |
| − | ** $invnum - invoice number
| |
| − | ** $date - as a UNIX timestamp (see Date::Format for conversion functions).
| |
| − | ** $page - current page
| |
| − | ** $total_pages - total pages
| |
| − | ** @address - A six-element array containing the customer name, company, and address.
| |
| − | | |
| − | === Credit cards and Electronic checks ===
| |
| − | * [[Freeside:1.7:Documentation:Administration:Real-time_Processing | Real-time credit card and electronic check processing]]
| |
| − | * [[Freeside:1.7:Documentation:Administration:Batch_Processing | Batch credit card and electronic check processing]]
| |
| − | * Credit card expiration alerts: Customize the ''alerter_template'' configuration option and run <code>freeside-expiration-alerter</code> daily.
| |
| − | * Credit card decline alerts: Customize the ''declinetemplate'' configuration option and set the ''emaildecline'' configuration option.
| |
| − | | |
| − | == Misc ==
| |
| − | | |
| − | * Setting up [[Freeside:1.7:Documentation:Administration:Encrypted Credit Cards | Encrypted Credit Cards]]
| |
| − | * Setting up [[Freeside:1.7:Documentation:Administration:Texas Tax | Texas Tax]]
| |
| − | * Setting up [[Freeside:1.7:Documentation:Administration:VoIP | VoIP]]
| |
| − | * Need to print to Windows printers? Follow steps 1-4 of [http://iharder.sourceforge.net/current/macosx/winmacprinter/ Share Your Windows Printer].
| |
| − | * Setting up [[Freeside:1.7:Documentation:Administration:Slony | Slony replication and failover]]
| |
