You can specify the information that displays in the header, the borrower information area, and the footer of your invoices. You can specify this information for as many invoice types as you use.
To set up or edit a borrower invoice format
1 | Open the borrower_invoice_format view in the Table Editor. |
2 | Choose the format that you want to change, or create a new format. |
Horizon displays the Edit Borrower Invoice Format window:
3 | Complete or update these fields: |
Field |
Action |
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Location |
Enter or choose the code for the location from which the invoices are sent. |
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Mark the type of invoice you want to create:
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Enter “invoice_fee_list_view”. The invoice_fee_list_view view contains the information Horizon needs to process and compile invoices. |
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Enter an invoice prefix. (For example, enter a prefix that indicates which library is sending the invoice.) This field is optional. |
4 | In the Header group, complete or update these fields (click New to add multiple headers): |
Field |
Action |
Enter the order in which you want the line of the header you are defining to display. You can create a blank line by skipping a number in the line number values (for example, create a line 1 and a line 3 to leave a blank line between line 1 and line 3). |
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Justify |
Mark the justification you want to use for the header line you are defining. |
Text |
Enter the message or information you want to print in the header line. |
5 | Display these fields: |
6 | In the Borrower fields group, complete or update these fields (click New to add borrower fields): |
Field |
Action |
Enter the order in which you want the line of information you are defining to display. You can create a blank line by skipping a number in the line number values. (For example, create a line 1 and a line 3 to leave a blank between line 1 and line 3.) |
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Enter the order in which multiple lines of borrower data display. (For example, if you want the borrower’s city and state to display on the same line as the zip code, the group entry for city and state information might be line number 3 and line order 1; the zip code group entry would also be line number 3 but line order 2, to show its position as second after the city and state.) |
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Enter any text that you want to display at the beginning of the line. Your prefix should include any spaces you want to use before the group entry. (For example, to print “To:” before the borrower’s name, enter “To: ” as the prefix in the borrower name group entry. To insert a comma between the city and state, enter “, ” as the prefix in the group entry for state.) |
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Enter the name of the column from the borrower table that stores the information that you want printed on the invoice line. |
7 | In the Footer group, complete or update these fields (click New to add multiple footers): |
Field |
Action |
Enter the order in which you want the footer line you are defining to display. You can create a blank line by skipping a number in the line number values. (For example, create a line 1 and a line 3 to leave a blank.) |
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Justify |
Mark the justification you want to use for the footer line you are defining. |
Text |
Enter the message or information you want to print in the footer line. |
8 | Save your changes. |
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