Delta Landscape PDF

Owned by Sharmeen Hanif
Last updated: 2024-12-10
3 min read

The landscape invoice PDF displays any new delta pre-invoice items, highlighting the differences between the previous billed amounts and the new amounts. You will also see the original invoice number that was adjusted, ensuring you have a clear record of what was changed. Additionally, the reason for the adjustment will be noted if added by the user. On the invoice PDF, there will be a statement below each delta item explaining the adjustment and listing the reasons.

The Delta Invoicing allows for detailed invoice creation, providing clear information on delta amounts and adjustments. This process ensures accurate billing and financial records.

With the delta invoices, we introduced two new invoice item types:

Delta Invoice Item : 

Each delta invoice PDF will display an additional detailed line. This line contains:

  • A message: "Adjustment to invoice XX (Referenced Invoice Number), reasons for the change"

  • The outstanding amount and delta amount

Whereas non-Delta Items will not have the additional lines.

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Technical Reversal :

The Technical reversal items are not shown in PDFs. Technical reversals are used to correct previous errors without displaying the erroneous transactions. This means that adjustments, corrections, and other technical reversals are made in the background to maintain clean and accurate invoice records.

When at least one delta item is present, an extra column labeled "Outstanding Amount" will be added while retaining the "Total Amount" column, and discounts will not be shown in the delta amounts.

Important Note: Delta discount and surcharge amounts will not be shown/calculated on the pdf.

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Packages and PDF

On the landscape PDF setting following fields are relevant for packages

  1. Hide Package Component Details: This field is true by default and can be changed directly by Show Packet Components on PDFat the campaign item level if the components need to be shown

  2. Hide Package Header Details on PDF: Is mapped with Hide Package Header Details on PDF on the campaign item level

  3. Hide ad hoc Package Components: If this field is true it will hide all components for ad-hoc package. Only the header will be visible on PDFs with the sum of the outstanding amounts from the components relevant to the delta change

Campaign item level setting relevant to PDFs:

There are 2 fields relevant to packages related to PDFs at the campaign item level

  1. Show Packet Components on PDF

  2. Hide Package Header Details on PDF = False

Cancelations

  1. A new text field has been introduced on the landscape PDF specifically for cancelation invoice items. This field is displayed when the Invoice Item Creation Type is set to 'Cancelation' and the invoice is not a cancelation invoice resulting from an Invoice Cancelation or Invoice Item Cancelation, as the entire invoice in those cases already references the original canceled invoice.

  2. We have created a new custom label, CancelationDescription, with the format:
    "Cancelation to invoice {0}" where {0} dynamically represents the original invoice number.

  3. This text is displayed in the same location as the DeltaDescription field for delta invoice items and is correctly shown on the invoice PDF only when delta invoicing is enabled.

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