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Creating Payment Templates
Updated over 8 months ago

Custom payment templates can be created in MS Word with the help of our Templates Add-on. The information in this article below covers the different fields available for these custom Payment Templates.

For further information on the managing and assigning these templates to your Service Contracts and Cases please refer to the article Managing Financial Templates.

Creating Your Payment Templates in MS Word:

Just like with Documentation Templates on IINSIGHT you can create custom payment templates within MS Word using our Templates Add-on to help populate the variables required whilst maintaining all the standard formatting features available within MS Word.

Each of these areas have their own variables outlined in more detail in the Payment Template Variables section of this article below.

Payment template variables can be placed anywhere in your payment template, an example of how you can use these can be seen in the image below where we have set out a basic payment template in MS Word:

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Adding a new Payment Template

When your Payment template(s) have been created uploading them to IINSIGHT is very simple and is done in the main Templates area of the system using the New button under the Financial Templates tab:

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This will then open the New Finance Template window for you to upload your payment template file as well as enter the name and details of the template:

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Name is the name that you wish to apply to your new payment template.

Template Description allows you to enter a short text description which can be viewed in the Templates table to help with admin and management of your finance templates.

Template Type needs to be set to "payment" when uploading a payment template.

Template File allows you to either "drag and drop" or browse for your template file to upload it to your IINSIGHT system.

Disabled Options:

Please note the "Grouping", "Subtotal by" and "Order by" options will be disabled in the New Finance Templates window when adding a new payment template as these are not required and only used when uploading invoice templates.

To complete the creation process after all required details have been entered, click "OK".

For further information on managing and assigning your templates please refer to the article Managing Financial Templates.

Payment Template Variables

In the Templates Add-on you will notice that there are several tabs that run across the top of the application. Please note that ONLY the variables available within the Payment Templates Fields tab are able to be used in your Payment Templates.

The following Payment Template Field variables can be used anywhere on your Payment Template(s):

Payment Template Field

Variable

Description

Bill To (Company Name)

%%BILLTOCOMPANYNAME%%

The invoicee's (Bill To's) company name

Bill To (Full Name)

%%BILLTOFULLNAME%%

The invoicee's (Bill To's) contact's full name

Bill To (Full Address)

%%BILLTOFULLADDRESS%%

The invoicee's (Bill To's) full address

Payment Amount

%%AMOUNT%%

The total financial value of the payment

Date Received

%%DATE%%

The date the payment was received

Payment Type

%%PAYMENTTYPE%%

The "Payment type"

Drawer

%%DRAWER%%

The payment "Drawer"

Client (Full Name)

%%CLIENT%%

The client's full name.

Case Number

%%CASENO%%

The case number of a case.

Invoice Number

%%INVOICENO%%

The invoice number that the payment is against.

Transaction ID

%%TRANSACTION_ID%%

The "Transaction ID" of the payment.

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