Knowledge Base

Neto By Maropost

Set up Invoice Templates for Specific Customers

This add-on was built by Maropost

Add-ons and Integrations built in-house by Maropost are documented and supported by our customer service team. If you're having issues with this integration, let us know!

Set up the Invoice Templates Add-on

To create new template sets you need to install the Invoice Templates add-on:

In your Maropost Commerce control panel click the Addons menu.
In the content management section, find the Invoice Templates add-on and click the Install button.
Click the Install button in the pop-up window that appears.

Once activated, the Doc Template option will appear in the Billing Address section for orders and quotes:

Custom Invoice Template

Before you can assign a custom template to customers, it first needs to be added to your site files. The easiest way to do this is to request sftp access to your site, and copy the existing invoice template. You can then edit the HTML/ source code (you will typically require HTML or web design skills to do this) to your requirements. The Maropost Commerce Cloud Developer Documentation contains more information on Invoices.

If you're not familiar with HTML, you can have an approved Maropost Commerce partner create the templates for you.

Change the Invoice Template Per Customer

In your Maropost Commerce control panel navigate to Customers > Customers.
Click on the username of the customer you want to edit.
Click the Payment Details tab and select the Default Document Template.
Click Save.

Change the Default Invoice Template

In your Maropost Commerce control panel navigate to Setup & Tools > All settings & tools.
Under the Sales Orders & Invoices tab, select Invoice & Statement Settings.
Select your default from the Default document template set dropdown and click Save Changes.

Edit the Invoice Template Sets

In your Maropost Commerce control panel navigate to Settings & Tools > All settings & tools.
Under the System Templates tab, select Custom Invoice Templates.
Click to add a new template or click the ID of the existing template to edit.
You can now edit the details of the document template set.

Tip: To edit your email content, see this article.