Introduction
Invoice Personalization feature enables production partners to customize the invoice layout and structure for each of their customers individually.
Before this functionality, all customers received invoices with the same fixed set of columns.
Now, partners can define different invoice templates per customer, ensuring compliance with customer-specific invoicing requirements.
What Is Invoice Personalization?
Invoice Personalization allows production partners to:
Create custom invoice templates per customer.
Select which columns are displayed on the invoice.
Map specific data attributes from the order, invoice, or product information to each column.
Customize invoice layouts without needing engineering changes.
How It Works
Default Columns:
When creating a new invoice template, a default list of columns appears automatically:GelatoConnect Order ID
Customer order ID
Package ID
Product model
Product UID
Quantity
Custom Template Creation:
Partners can create a new invoice template by:Giving the template a name.
Selecting the customer it should apply to.
Column Configuration:
For each template:Partners can add/remove/rename columns.
Each column requires:
Column Name (free text).
Column Type (defines which category the attribute belongs to: Invoice, Order, Package, Product Model, or Free Text).
Mapped Attribute (e.g., Customer Order ID, Package ID, Product Category).
Attribute Mapping:
Column values are dynamically populated from order data based on the mapping.
Multiple product attributes can be unified into a single column if needed (e.g., different attributes from different product models mapped under one column).
Grouping and Ordering:
Optional settings allow:Grouping invoice lines by attributes (e.g., Date → Product Model → Customer Model ID).
Ordering lines based on a selected attribute.
(Note: Ordering will be optional and fixed in upcoming improvements.)
Step-by-Step Setup
1. Access Invoice Templates
Navigate to the Invoice Personalization tab in Production Summary page.
2. Create a New Template
Click Add New Invoice Template.
Default columns will appear.
3. Define Template Details
Enter a template name.
Select the customer the template will apply to.
4. Configure Columns
Add new columns:
Enter a column name (free text).
Choose a column type:
Invoice Attributes (e.g., Invoice Date)
Order Attributes (e.g., Customer Order ID, Job ID)
Product Attributes (e.g., Product Model, Product UID)
Product Model Attributes (e.g., GarmentCategory, PhonecaseModel)
Free Text (blank columns or fixed values)
Select mapped attributes for dynamic values.
5. Configure Grouping and Ordering
Define how invoice lines should be grouped.
Define if a specific ordering should apply.
6. Save and Apply
Save the template.
It will be automatically applied when generating invoices for the selected customer.
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