Automatic generation of invoice and delivery note

For orders in the printformer Closed Shop, invoices and delivery notes can be generated automatically on the basis of an IDML template.

InDesign-Templates

The following files can be customised as templates and uploaded under Publish > Templates.

delivery-note_PF_Additional_Page.idml delivery-note_PF.idml inovice-template_PF_Additional_Page.idml invoice-template_PF.idml

There is one template including letterhead and one for the following page(s).

Two layers are created in the files, one for static (background PDF) and one for dynamic content.
The corresponding data keys are already entered in the placeholders for the dynamic content.
Settings, attributes and conditions are also already stored in the InDesign templates.
These should not be changed for a functional invoice or delivery note template.

The text block with the list of order items should only contain one line of text with the required placeholders. These are separated using tabs.

The printformer then duplicates this line automatically for each ordered product (order item).

DataKeys und Attributes

Data-Keys Clients
Input under Integrations > API-Keys
General
pf-client-name	Name of the client in the system

Address
pf-client-street	pf-client-zip
pf-client-street-number	pf-client-city

Bank Data
pf-client-person	Management
pf-client-bank	Bank
pf-client-bic	BIC
pf-client-iban	IBAN
pf-client-commercial-register	Commercial register
pf-client-vat-id	VAT number

Data-Keys Order
1	Billing address
	order-billing-company
	order-billing-company-extra
	order-billing-title
	order-billing-first-name
	order-billing-last-name
	order-billing-street
	order-billing-street-number
	order-billing-street-additional
	order-billing-zip
	order-billing-city
	order-billing-country
	order-billing-state-code
	order-billing-phone

2	Shipping address
	The same DataKeys are used here as in the billing address, but the prefix is order-shipping (instead of order-billing) (E.g. Street = order-shipping-street)
Rechnungsdaten
	order-invoice-number
	order-invoice-date
	order-item-number
	order-item-name
3	order-item-quantity
4	order-item-product-price
5	order-item-sum
6	order-price-net
7	order-standard-vat
	order-reduced-vat
8	order-total-standard-vat
	order-total-reduced-vat
	The standard (19%) or reduced rate (7%) can be selected in the printformer for each product.
	order-shipping-price
9	order-price-gross

Attributes
Name	Value	Description
Attribute
self-destruct	true, false (Default: false)	Special attribute for invoice/delivery note feature: as soon as a placeholder has been initially filled, it disappears
media-hunter	static	This media hunter can be used to refer to the one stored in the system (unter Settings > Logos)
data-key-value	pf-client-logo	This attribute is used to output the logo as an image in the subsequent PDF (currently only e-mail logo possible)
separator	(freely selectable) (Default: , )	Definition of the separator character when using multiple DataKeys within a placeholder, e.g. space.
Settings
The Name of the attribute is always entered as settings, the value must be inserted in JSON format.
text-overflow-behaviour	clip, add-page, clone-page Default: clip	Only used for PDF generation. This setting controls the behaviour if a text block overflows. clip = Text is cut off clone-page = Page is duplicated, the overflow text ends up in the same block on the new page add-page = this will add the template defined as an additional page as a new page, see Shop settings (if no template is assigned for additional pages, the same page will be added empty) important: the block must have a `block-name` here! And it must also exist on the new page.
block-name	(freely selectable)	is required for the text-overflow-behaviour attribute so that the overflowing text can be used on the added page This attribute must be included with the same value in both templates (for invoice/delivery note).
Conditions
Als der Name des Attributs wird immer condition-json eingegeben, der Wert muss im JSON-Format eingefügt werden. condition-json is always entered as the Name of the attribute; the value must be inserted in JSON format.
CODE `{ "left": "${pf-meta-page}", "operator": "equal", "right": "${pf-meta-pages}" }`		This condition ensures that the total invoice amount is only displayed on page 1 if the invoice only requires one page.
CODE `{ "left": "${order-total-standard-vat}", "operator": "not-equal", "right": "0,00" }` CODE `{ "left": "${order-total-reduced-vat}", "operator": "not-equal", "right": "0,00" }`		This determines that only the VAT is shown at 19% (DataKey order-total-standard-vat) or 7% (order-total-reduced-vat) if it was used for products included in the invoice.
CODE `{ "left": "${pf-client-person}", "operator": "not-equal", "right": "" }`		This deletes the line break (footer) if no management has been specified in the system.

Shop Settings

Two templates can be assigned in the settings under Shop > Invoice or Delivery note; for the first page (incl. letterhead) and for each additional page.

An order number prefix can be entered for invoices

The checkbox (Use default configuration) must be deactivated in each case.

Generating

There are now buttons on the order that can be used to generate and download the respective invoice or delivery note.