For each project it is possible to set billing specific information regarding your order, job, document and payment. Order details can be added to the chosen Excel or OpenOffice Calc spreadsheet. Invoice functionality includes generation of invoices in your language for printing either from OpenOffice Writer or Microsoft Word.
Billing and invoicing
- Choose Project | Project info | Billing.
- Fill in the fields.
- Press the Invoice button to create an invoice in your language.
In the Invoice dialog, pressing the total or sub-total buttons calculates the sum based on the given tax. The possible invoice templates are in the Microsoft Word (english.docx or english.xml) and OpenOffice Writer (english.odt) formats. They are selected after clicking the Invoice template button in the Invoice dialog window.
Localising the Invoice Template
It is also very easy to adjust the invoice template to your language. Just edit the appropriate template file located in layouts/invoice/ in the CafeTran installation directory and change the English language information to your language leaving only the entries starting with the set prefix.
Then, save the new file under some name (i.e german.odt) in the same directory. Next, click the Invoice template button in the Invoice dialog and select your new template file. Finally, click print and you will edit the invoice ready for printing in your favorite editor.
Click the OK button to accept the information.
Order registration
- Choose Project | Project info | Billing.
- Press the Save button.
The Order registration field in the Register section will change from new to registered. If you have not set the file path to your register (File button), the new register will be created for you automatically. CafeTran gives you the option to add the information to the spreadsheet file if you use either Microsoft Excel or OpenOffice Calc. Just choose the relevant template by pressing the Register template button and selecting another template (english.ods for Calc format or english.xlsx if you use Microsoft Excel).
As it was the case with the invoice template, the register may be adapted to your own language too. You only need to edit the default English template located in the layouts/register directory of CafeTran installation to your language replacing the names of the fields with your language equivalents.
After saving the template file under a new name (for example spanish.xlsx) set your new template file in the register section by clicking the Register template button and choosing this file.
The first time you press the Save button, it adds the new entry to the register. Any subsequent pressing of this button opens the register.
