How to Customize BPA AR Invoice Template


Customization and Implementation Steps

Basic business need

Each organization has a requirement to define their own invoice template to bring up their organization brand, logos, header, footer regions, and business elements has to be re-arranged to their need.

Solution
Bill presentment architecture offers wide range of customization options to meet basic business need


Implementation Steps
  • Create content items
  • Each content item should be defined with messages or URL
  • Create regions horizontally or vertically
  • Move up or duplicate or swap up regions based on need
  • Select content and layout where elements has to be mapped
  • Update with preferred layout options as per standard
  • choose content items from primary or secondary data sources and select accordingly
  • Update properties
  • Alignment can be done using spacing dimensions (Above, Below, Left, Right)
  • Select font options, prompt styles based on user preferences
  • Apply save


BPA templates for each transaction class can be viewed using Interactive preview mode
BPA allows to preview in online and printing mode options

Print management can be used to customize printing styles, options, no of copies, header and footer regions and so on.

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