Language Settings

Maxio's Advanced Billing allows you to override most static text on Invoices and Credit Notes. This article provides a comprehensive guide to invoice customization using Custom Translations, which lets you tailor invoice labels, headers, line items, and Proforma Invoice fields to match your business needs.

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Custom Translations

You can override much of the static text on an Invoice or Credit Note. The process of creating an override is called a Custom Translation.

Below is an image with numerical keys followed by descriptions of the elements you can override, along with their default values.

If you do not set a Custom Translation, the default value will be used.

Customizable fields for Invoice headers/date details

1. The title of the Invoice. Default: “Invoice”
2. The title of the Invoice Segment. Default: “Segment”
3. The title of the Credit Note. Default: “Credit Note”
4. The serialized number of the Invoice. Default: “Invoice Number”
5. The serialized number of the Invoice Segment. Default: “Segment Number”
6. The serialized number of the Credit Note. Default: “Credit Note Number”
7. (Not pictured) The original Invoice Number associated with the Credit Note. Default: “Original Invoice Number”
8. The issue date of the Invoice. Default: “Issue Date”
9. The due date of the Invoice. Default: “Due Date”
10. The status of the Invoice. Default statuses include:
    • “DRAFT” - The Invoice is in a draft state and has not been sent.
    • “OPEN” - The Invoice is in an open state and can be paid.
    • “PAID” - The Invoice has been paid.
    • “VOIDED” - The Invoice has been voided.
    • “PENDING” - The Invoice is pending and not yet due.
    • “APPLIED” - The Credit Note has been applied to an Invoice.
    • “CANCELED” - The Invoice was canceled due to a Subscription cancellation.

Customizable fields for Invoice customer details

11. The “Bill To” label. Default: “Bill To”
12. The “Ship To” label. Default: “Ship To”
13. The VAT Number label. Default: “VAT Number”

Customizable fields for Invoice Line Item details

14. Item label in line item breakdown. Default: “Item”
15. Quantity label. Default: “Quantity”
16. Unit Price label. Default: “Unit Price”
17. Amount label. Default: “Amount”

Customizable fields for Invoice pricing and discount details

18. Pricing Details section header. Default: “Pricing Details”
19. Discount section header. Default: “Discount(s) Applied”

Customizable fields for Invoice totals and credits

20. Subtotal summary. Defaults include:
    • “Subtotal” - Total of all positive charges.
    • “Discounts” - Any applied discounts.
    • “INVOICE AMOUNT” - Total of all subtotal items.
21. Credit summary. Defaults include:
    • “Proration Credit” - Credit from Subscription proration.
    • “Service Credit” - Merchant-added service credit.
    • “Partial Void” - Credit due to partial voiding.
    • “CREDIT NOTE AMOUNT” - Merchant-created Credit Note.
    • “Applied” - Applied Credit Note amount.
    • “Remaining” - Remaining Credit Note balance.
    • “APPLIED TO INVOICE” - Applied to an Invoice.
    • “TOTAL CREDIT” - Total Credit summary.
    • “Credit Applied to Date” - Total credit applied.
    • “Credit Remaining” - Total credit remaining.
22. Grand total summary. Defaults include:
    • “Refunds” - Total refunds on the Invoice.
    • “TOTAL” - Invoice total.
    • “Payments” - Applied payments.
    • “DUE” - Current due amount.
    • “GRAND TOTAL” - Total including all credits/refunds.
23. (Not pictured) Message when no line items exist. Default: “No charges this period”
24. (Not pictured) Consolidation message. Default: “This segment is consolidated with”

You may also customize additional information in your invoice settings.

Proforma Translations

Proforma-specific language settings are available at the bottom of the Custom Translations table under the Language Settings tab. Customizing a single field will update both the Proforma Preview and Proforma Invoice, although many fields may not appear in the preview.

Below is a Proforma Preview header example:

Customizable fields for the header section of a Proforma Preview

1. The title of the Proforma Invoice.
2. The anticipated generation date of the final Invoice.
3. The Proforma Preview status, always shown as “draft”.

Below is the header for a Proforma Invoice:

Customizable fields for the header section of a Proforma Invoice

1. The number of the Proforma Invoice.
2. The anticipated generation date of the final Invoice, and the Proforma Invoice generation date.
3. The status of the Proforma Invoice. Defaults: “draft”, “voided”, “archived”. Each label is customizable.

Customizable fields for the Proforma grand totals section

4. Total anticipated prepayments.

Also note the following:

• Title of the Proforma Invoice Segment
• Number of the Proforma Invoice Segment
• Message indicating consolidation with other Invoices