Prioritize invoice templates

A customer can be included in multiple segments, but they can only receive one invoice template. In some circumstances, it is necessary to prioritize templates to ensure that customer receive the template that is relevant to their needs. The process used to determine which template a customer receives is called prioritization.

After you make a copy of a default template and publish the copy, the new template becomes the one that is prioritized, because the system assumes that the default template that you used to create the copy did not meet all of your requirements. For this reason, on the template prioritization page, the default template always appears last if there are two or more active templates in addition to the default template.

To generate an invoice for a customer, the system evaluates the available templates in order of importance. Only templates that have the Active status can be prioritized (published templates are listed as active).

If the segment conditions for a template evaluate to true, the invoice is generated using that template, and the other templates are ignored. If not, the system moves on to the next template, and so on, until the segment conditions for the customer are met. If no template meets the conditions, the customer receives the default template (the last template in the prioritization list).

important

Only one invoice template can be the default template for a given locale (regional language). If you have only the default template and one other active segmented template, you do not need to prioritize the templates, because the system always evaluates the default template after all other (non-default) active templates

Following are the scenarios in which you need to prioritize templates:

• More than three active templates per locale—If you have one default template plus two or more additional segmented templates for a locale, and they do not share the same segments, all of them can be published and active. However, they need to be prioritized to ensure that customers receive the correct invoice.
• Customers included in more than one segment—It is possible for a customer to be included in more than one segment, for example: Enterprise, Eastern region, Transportation. As a result, multiple active invoice templates might be assigned to them.

To prioritize invoice templates

📝 Note: If the AppDirect logo appears in the upper-left corner of the page, when Manage > Marketplace appears in this topic, click the grid icon > Switch to | Store, instead.

1. Go to Manage > Marketplace > Settings > Billing Settings | Invoice templates. The Invoice Templates listing page opens.
2. Click Show Filters, then select the appropriate filters to display the templates that you want to prioritize. At minimum, select the locale to display only the templates the given locale. If you do not filter the templates at this stage, the templates that are displayed after you complete the next step are always the English (United States) templates.
3. Click Prioritize Templates. The Prioritize Templates page opens.
4. To reorder the templates, click and drag them to place them so that they appear in order of priority. When the system generates an invoice for a customer, it evaluates the templates in order or priority. If the segment conditions for a template evaluate to true, the invoice is generated using that template, and the other templates are ignored. If not, the system moves on to the next template, and so on, until the segment conditions for the customer that are met. If no template meets the conditions, the customer receives the default template (the last template in the prioritization list).
5. Click Save. Your template priority changes are saved.