Localization

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BILLmanager 5 allows you to adapt the billing system according to your country's document management system. A basic version provides settings for a number of countries, but you can make changes according to your needs.

Generally speaking, Localization does not refer to interface localization. It allows to modify BILLmanager to meet document management requirements of a certain country.

In order to add a localization for your language, complete the following steps:

  • Select currencies for payments
  • Add document types
  • Add document languages
  • Create a list of required information that a payer should enter to make a payment
  • Add document templates associated with documents you will use

Currencies

In the "Currencies" module you can choose currencies that will be used in your billing system. They will be available in all the modules where currency is used.

Currencies.png

Document language

In the "Localisations" module you can manage languages available in the billing panel. By default, all translated interface (including document templates) languages are displayed.

Localizations.png

If a language you need is not present in the list, you can add it. Your language can be used only in documents. Document language can be selected only in a company edit form. Payers associated with that company will see documents in the language that you select in the company edit form. When you add or activate a localization, many forms (e.g. a tariff or product type add/edit form) will contain a new field where you can enter names in the selected language. These names will be used in documents. If a localized name is not specified, a default localization will be used.

Document types

In the "Countries" module select a country -- click Edit and choose documents that will be available to customers from that country.

BILLmanager supports the following types of documents:

  • Reconciliation report
  • Invoice
  • Envelop
Documenttypes.png

When you create a company, you need to choose a country in the Legal address field. Depending on that company, specific documents will be available to your clients.

If you do not choose document types for a certain country, companies from that country won't be able to generate documents of that type. If you disable a document type that you used, you won't be able to print documents of that type.

Payer information

In the "Countries" module click the "Parameter" button to choose information that a payer from a certain country will be asked to provide. The data will be used in documents.

Payerparams.png

You can modify the list according to requirements of your country. Please note: changing company's details will also change data in documents that you provide to your clients.

For example, of you add a new parameter "Registration date " for your user, you will be able to use it in documents (you will need to add it in a document template). When a client tries to make a payment, BILLmanager will ask those clients who didn't provide that parameter to enter it for his payer, on the payment form.

If you have deleted a parameter, e.g. "Vat number", new clients won't be asked to enter it. If you didn't edit the document template, where this parameter was used, an an empty field will be displayed instead of "VAT" unless you delete it from template.

Document templates

In the "Document templates" module you can add templates for any documents you need.

Doctemplates.png

We do not recommend that you create them unless you have enough knowledge in XSLT and HTML. Now all document templates are based on XSLT templates. You should use a pre-defined template and edit it according to your needs.

To view a document XML, select a document (in the list of invoices, contracts, etc.) and click "Print". In the tab that will open, change out=doc_print into out=devel, and reload the page. You will see an XML document to which the XSLT template will be applied.