Overview
The Invoice Personalization feature lets production partners define custom invoice templates per customer. Each template controls which data columns appear on the invoice and how invoice lines are grouped — no engineering changes required.
Configured templates are automatically applied when generating PSS invoices for the assigned customer.
What You Can Configure
Which columns appear on the invoice (add, remove, rename)
What data maps to each column (order fields, product attributes, free text)
How invoice lines are grouped (e.g., by date, product model, or customer reference)
Note: Only one invoice template can be active per customer at a time.
How It Works
Default columns — when you create a new template, these columns are pre-populated:
GelatoConnect Order ID
Customer Order ID
Package ID
Product Model
Product UID
Quantity
You can add, remove, or rename any column. Each column maps to one of five column types:
Invoice Attributes — invoice-level fields (e.g., Invoice Date, Invoice Period)
Order Attributes — order-level fields (e.g., Customer Order ID, Job ID, Reference)
Product Attributes — product-level fields (e.g., Product Model, Product UID)
Product Model Attributes — product-type-specific attributes defined in your product catalog (e.g., GarmentCategory for apparel, PhonecaseModel for phone cases). These vary by product model — available values are shown when you select this type.
Free Text — static text or a blank column (useful for customer-specific reference fields they fill in manually)
Attribute mapping — column values are populated dynamically from order data. Multiple product model attributes can be combined into a single column when your customers use mixed product models.
Grouping — grouping controls how invoice lines are aggregated in the output. When you group by an attribute, lines with the same value are merged into a single invoice section or row. For example, grouping by Date → Product Model creates one section per product model per date. Grouping affects invoice readability but does not change pricing or totals.
Step-by-Step Setup
1. Access Invoice Templates
In Production Summary, navigate to the Invoice Personalization tab.
2. Create a New Template
Click Add New Invoice Template.
Default columns will appear. You can modify them in the next steps.
3. Define Template Details
Enter a template name (e.g., Acme Corp Invoice Layout).
Select the customer the template applies to. Note: each customer can have only one active template.
4. Configure Columns
For each column, set a Column Name (free text label that appears as the column header on the invoice).
Choose a Column Type from the five types described above.
Select the Mapped Attribute for dynamic values (not required for Free Text columns).
Add columns as needed. Columns can be reordered by dragging.
5. Configure Grouping
Select the attributes you want to group invoice lines by. The order matters — grouping is applied hierarchically (e.g., Date first, then Product Model within each date).
If you don't need grouping, leave this section blank — each package will appear as a separate line.
6. Save and Apply
Save the template. It will be applied automatically the next time an invoice is generated for this customer.
To update an existing template, open it, make your changes, and save — the new version takes effect immediately.
Troubleshooting: Missing or Empty Invoice Data
A column is showing blank values
This usually means the mapped attribute has no data for those order lines. Common causes:
The attribute selected does not apply to the product model (e.g., a GarmentCategory attribute mapped for a non-apparel product).
The order was placed before the attribute was populated in the system — older orders may lack certain fields.
The Customer Order ID or reference field was not provided by the customer at order time.
Resolution: Verify the mapped attribute against the actual order data in Production Summary. If data is systematically missing for a product model, check the product model configuration in the catalog.
Invoice lines are not grouping as expected
Check the grouping order — attributes are applied hierarchically. If the grouping attribute has no data for some lines, those lines will fall into an ungrouped section at the bottom of the invoice.
Template is not being applied to a customer's invoice
Confirm the correct customer is selected on the template and that the template is saved in Published state. Draft templates are not applied automatically.
FAQs
Can one template be used for multiple customers?
No — each template is assigned to a specific customer. To reuse a layout, create a new template with the same column configuration and assign it to the other customer.
Can I have multiple templates for the same customer?
Only one template can be active per customer. Creating a new template for a customer will replace the existing one.
What are Product Model Attributes?
These are product-type-specific attributes defined in your product catalog — for example, GarmentCategory (T-shirt, Hoodie, etc.) for apparel, or PhonecaseModel for phone cases. The available values depend on the product model. They're useful when customers need category-level breakdowns on their invoices.
How does grouping affect invoice totals?
Grouping changes how lines are arranged and merged visually — it does not change the underlying pricing or totals. All grouped lines still show individual quantities and prices within their group.
Can I see a preview before saving?
Currently there is no live preview. We recommend testing the template on a low-volume customer first to verify the output format before rolling it out to high-volume accounts.