Custom Invoice Layout : Accorto Support

Accorto provides standard layouts for invoice layouts, including a summary format.

Without code changes, you can customize

what fields are printed via the Invoice Settings (see below)
adding additional header fields via the FieldSet "Pdf Report" of the Invoice object
adding additional invoice line field via the FieldSet "Pdf Report" of the Invoice Line object.

Invoice Settings

In Setup > Custom Settings > Accorto Invoice Layout Settings, determine how the invoice is laid out:

Setting	Default	Description
Show Organization Name	yes	Show Organization Name - yes (default) - no
Organization Email		Email Address of Organization
Organization Web Address		Organization Web Address
Header Text 1		Additional Header Text
Show Sales Rep	yes	Show Sales Rep (record owner) info - yes (default) - no
Show Sales Rep Phone	yes	Show the Phone number of the Sales Rep (record owner) - yes (default) - no (if the Sales Rep is displayed)
Show Sales Rep Email	no	Show the Email of the Sales Rep (record owner) - yes - no (default) (if the Sales Rep is displayed)
Show Manager	yes	Show Manager (entered or derived from Project Manager) info - yes (default) or no
Show Manager Phone	yes	Show Phone number of Manager - yes (default) - no (if Manager is displayed)
Show Manager Email	no	Show Email of Manager - yes - no (default) (if Manager is displayed)
Currency Prefix		Currency Prefix for amounts - only if the organization is not Multi-Currency - example: $
Show Line Tax	yes	Always show Line Tax with Subtotal - yes (default) - no If the invoice contains tax information, the tax columns are automatically displayed.
Line Description Show Reason	yes	Show the T+E Reason (if any) in the Line Description (applies when creating the invoice)
Line Note Show Daily Description	yes	Show the T+E Item Daily Description in the Invoice Line Note - yes (default - with date+hours) - all (yes+description) - plain (only descriptions) - no (applies when creating the invoice)
Summary Service Level		Summary Invoice Service Grouping (how the invoice lines are summarized): - ResourceProjectLine (default) - ResourceProjectPhase - ResourceProject - Resource - Project - ProjectResource
Summary Details	yes	Include details in Summary Layout - yes (default) - no

Invoice Customization

You can customize the standard layout further by

adding a logo from static resources
change/overwrite the CSS

Custom Page - e.g., CustomInvoice.page

<apex:page standardController="accorto__Invoice__c" showHeader="false" 
  standardStylesheets="false" sidebar="false" applyHtmlTag="false" applyBodyTag="false" docType="html-5.0" renderAs="pdf" id="inv">
<html xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink">  
<head>
<style>
.slds .orgLogo { 
    height: 70px;
    margin-right: 20px; 
}
.docDescription {
    padding-top: 5px;
}
.docNote {
    padding-top: 5px;
    font-style: italic;
}
</style>
</head>
<body>
<div class="slds">
    <accorto:InvoiceHTML id="c" invoiceId="{!$CurrentPage.parameters.id}" 
      orgLegal=" "
      logoUrl="{!URLFOR($Resource.MyStaticResource)}" />
</div>    
</body>
</html>    
</apex:page>

(replace the logoUrl with the reference to your logo in static resources)

In Setup > Custom Settings > Accorto Settings (Manage)

set the field Invoice: Custom Page to "c__CustomInvoice" (assuming the VisualForce Page Name is CustomInvoice)

Or create a button which links to your VisualForce page and add it to the invoice layout.

Multiple Addresses and Logos

Customize your Invoice with Address and Logos via Financial Organizations.

Use the default organization or set up your system to use multiple organizations
to create invoices with different company names, addresses, and logos.

See Financial Organization for details.

Translation

You can create Invoices in other languages. Check Invoice Translation for details.

Custom Layout

If the customization options are not sufficient, you need to create a custom layout.

Here are the steps if you want to create a custom invoice layout:

upload your logos and optional style sheets as static resources
create a component with the layout, e.g. InvoiceCustom.component - see attachment
create a Visualforce page, e.g. InvoiceCustom.page referencing the component
create a button in the Invoice object referencing the Visualforce page

Custom Invoice Component

The Invoice Component allows to use the layout in pages and also in email templates. As example, check out the attached InvoiceCustom.component. Add your own styles and modify the layout as required.

Custom Invoice Page

Create a VisualForce page:

<apex:page standardController="accorto__Invoice__c" showHeader="false" renderAs="pdf">
    <c:InvoiceCustom cinvoiceId="{!$CurrentPage.parameters.id}"/>
</apex:page>

For testing, you may want to remove the "renderAs".

Custom Invoice Button

In the Invoice object, create a New Button or Link

Select either Detail Page Link - or - Detail Page Button
Behavior: Display in new window
Content Source: Visualforce Page - select your Invoice Page

Custom Invoice Layout Print