Difference between revisions of "Freeside:1.7:Documentation:Administration"
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| − | + | == Exports (provisioning) == | |
| + | |||
| + | '''Exports''' allow you to provision services to remote machines, databases and APIs. Some exports, such as ''sqlradius'' and ''sqlradius_withdomain'', enable a feed for retreiving rating/usage data. | ||
| + | |||
| + | Exports can be added and edited under | ||
| + | : Configuration -> Provisioning, services and packages -> View/edit exports | ||
| + | |||
| + | Click on ''Add a new export'' to create a new export. Select exports from the dropdown to show more information on each export, including available options, setup and usage. | ||
| + | |||
| + | Exports are activated by associating them with one or more '''service definitions'''. | ||
| + | |||
| + | == Services == | ||
| + | |||
| + | * Some rough notes on setting up [[Freeside:1.7:Documentation:Administration:Services:svc_acct|username-based services]] | ||
| + | |||
| + | == Packages == | ||
| + | |||
| + | * Some notes on [[Freeside:1.7:Documentation:Administration:Upselling | Upselling]] | ||
| + | |||
| + | == Resellers == | ||
| + | |||
| + | == Employees == | ||
| + | |||
| + | == Billing == | ||
| + | |||
| + | === Invoice events === | ||
| + | |||
| + | * Use invoice events to implement your business rules for re-sending invoices and late notices, retrying cards, suspending, etc. | ||
| + | <code>Configuration -> Billing -> View/Edit invoice events</code> | ||
| + | * The freeside-daily script should be run daily to bill customers and run invoice collection events. | ||
| + | * If any monthly events are enabled, the freeside-monthly script should be run monthly. | ||
| + | * Invoice events can also be used to implement agent-virtualized invoices. (add more info) | ||
| + | |||
| + | === Invoice templates === | ||
| + | |||
| + | ==== Typeset (LaTeX) invoice templates ==== | ||
| + | |||
| + | ===== Prerequisites ===== | ||
| + | |||
| + | * Install teTex and Ghostscript (included with most distributions) | ||
| + | |||
| + | ===== Content setup ===== | ||
| + | |||
| + | * Edit the invoice_latexreturnaddress, invoice_latexfooter, invoice_latexnotes, and invoice_latexsmallfooter configuration options. If you are adventurous, edit invoice_latex as well. | ||
| + | |||
| + | ===== Logo setup ===== | ||
| + | |||
| + | * Save a vector format logo in EPS (Encapsulated PostScript) format. | ||
| + | * Resize the logo to 90pt X 36pt: <code>epsffit -c 0 0 90 36 yourlogo.eps >logo.eps</code> | ||
| + | * Copy the resized logo to <code>/usr/local/etc/freeside/conf.''your_datasrc/logo.eps''</code> | ||
| + | * Problems? Try <code>bin/strip-eps <oldlogo.eps >trynewlogo.eps</code> | ||
| + | |||
| + | ==== HTML invoice templates ==== | ||
| + | |||
| + | * Place your logo in PNG format at <code>/usr/local/etc/freeside/conf.''your_datasrc''/logo.png</code> | ||
| + | * Edit the invoice_html configuration option or the <code>/usr/local/etc/freeside/conf.''your_datasrc''/invoice_html</code> file. HTML invoices use Text::Template with <%= and %> delimiters. | ||
| + | * The following configuration options can be set to override the default behaviour of using the invoice_latex* data transformed to HTML: invoice_htmlreturnaddress, and invoice_htmlfooter, invoice_htmlnotes. | ||
| + | |||
| + | ==== Plaintext invoice templates ==== | ||
| + | |||
| + | * See the Text::Template documentation for details on the substitution language. | ||
| + | * You must call the invoice_lines() function at least once - pass it a number of lines, and it returns a list of array references, each of two elements: a service description column, and a price column. Alternatively, call invoice_lines() with no arguments, and pagination will be disabled - all invoice line items will print on one page, with no padding (recommended for email invoices). | ||
| + | * In addition, the following variables are available: | ||
| + | ** $invnum - invoice number | ||
| + | ** $date - as a UNIX timestamp (see Date::Format for conversion functions). | ||
| + | ** $page - current page | ||
| + | ** $total_pages - total pages | ||
| + | ** @address - A six-element array containing the customer name, company, and address. | ||
| + | |||
| + | === Credit cards and Electronic checks === | ||
| + | * [[Freeside:1.7:Documentation:Administration:Real-time_Processing | Real-time credit card and electronic check processing]] | ||
| + | * [[Freeside:1.7:Documentation:Administration:Batch_Processing | Batch credit card and electronic check processing]] | ||
| + | * Credit card expiration alerts: Customize the ''alerter_template'' configuration option and run <code>freeside-expiration-alerter</code> daily. | ||
| + | * Credit card decline alerts: Customize the ''declinetemplate'' configuration option and set the ''emaildecline'' configuration option. | ||
| + | |||
| + | == Misc == | ||
| + | |||
| + | * Setting up [[Freeside:1.7:Documentation:Administration:Encrypted Credit Cards | Encrypted Credit Cards]] | ||
| + | * Setting up [[Freeside:1.7:Documentation:Administration:Texas Tax | Texas Tax]] | ||
| + | * Setting up [[Freeside:1.7:Documentation:Administration:VoIP | VoIP]] | ||
| + | * Need to print to Windows printers? Follow steps 1-4 of [http://iharder.sourceforge.net/current/macosx/winmacprinter/ Share Your Windows Printer]. | ||
| + | * Setting up [[Freeside:1.7:Documentation:Administration:Slony | Slony replication and failover]] | ||
Revision as of 19:43, 1 July 2007
Exports (provisioning)
Exports allow you to provision services to remote machines, databases and APIs. Some exports, such as sqlradius and sqlradius_withdomain, enable a feed for retreiving rating/usage data.
Exports can be added and edited under
- Configuration -> Provisioning, services and packages -> View/edit exports
Click on Add a new export to create a new export. Select exports from the dropdown to show more information on each export, including available options, setup and usage.
Exports are activated by associating them with one or more service definitions.
Services
- Some rough notes on setting up username-based services
Packages
- Some notes on Upselling
Resellers
Employees
Billing
Invoice events
- Use invoice events to implement your business rules for re-sending invoices and late notices, retrying cards, suspending, etc.
Configuration -> Billing -> View/Edit invoice events
- The freeside-daily script should be run daily to bill customers and run invoice collection events.
- If any monthly events are enabled, the freeside-monthly script should be run monthly.
- Invoice events can also be used to implement agent-virtualized invoices. (add more info)
Invoice templates
Typeset (LaTeX) invoice templates
Prerequisites
- Install teTex and Ghostscript (included with most distributions)
Content setup
- Edit the invoice_latexreturnaddress, invoice_latexfooter, invoice_latexnotes, and invoice_latexsmallfooter configuration options. If you are adventurous, edit invoice_latex as well.
Logo setup
- Save a vector format logo in EPS (Encapsulated PostScript) format.
- Resize the logo to 90pt X 36pt:
epsffit -c 0 0 90 36 yourlogo.eps >logo.eps - Copy the resized logo to
/usr/local/etc/freeside/conf.your_datasrc/logo.eps - Problems? Try
bin/strip-eps <oldlogo.eps >trynewlogo.eps
HTML invoice templates
- Place your logo in PNG format at
/usr/local/etc/freeside/conf.your_datasrc/logo.png - Edit the invoice_html configuration option or the
/usr/local/etc/freeside/conf.your_datasrc/invoice_htmlfile. HTML invoices use Text::Template with <%= and %> delimiters. - The following configuration options can be set to override the default behaviour of using the invoice_latex* data transformed to HTML: invoice_htmlreturnaddress, and invoice_htmlfooter, invoice_htmlnotes.
Plaintext invoice templates
- See the Text::Template documentation for details on the substitution language.
- You must call the invoice_lines() function at least once - pass it a number of lines, and it returns a list of array references, each of two elements: a service description column, and a price column. Alternatively, call invoice_lines() with no arguments, and pagination will be disabled - all invoice line items will print on one page, with no padding (recommended for email invoices).
- In addition, the following variables are available:
- $invnum - invoice number
- $date - as a UNIX timestamp (see Date::Format for conversion functions).
- $page - current page
- $total_pages - total pages
- @address - A six-element array containing the customer name, company, and address.
Credit cards and Electronic checks
- Real-time credit card and electronic check processing
- Batch credit card and electronic check processing
- Credit card expiration alerts: Customize the alerter_template configuration option and run
freeside-expiration-alerterdaily. - Credit card decline alerts: Customize the declinetemplate configuration option and set the emaildecline configuration option.
Misc
- Setting up Encrypted Credit Cards
- Setting up Texas Tax
- Setting up VoIP
- Need to print to Windows printers? Follow steps 1-4 of Share Your Windows Printer.
- Setting up Slony replication and failover
