In Payment Center version 11.24, we've introduced key features to elevate your experience and efficiency. This article guides you through the implementation process, focusing on configuring the 'Invoice Lines Page Size' and setting the 'Invoice PDF Preview Template' in Payment Center settings.

Most common Issue:

  • "Apex CPU time limit exceeded" when sending an invoice, because of too many invoice lines.
  • Rendering and loading a large number of invoice lines on a single screen can result in performance issues.
  • Displaying an excessive number of invoice lines in a single view can put a strain on server resources. This increased load may impact the overall performance of the payment system, leading to slower response times and potential downtime.

Steps to Setup Invoice Lines Page Size:

Step 1: Access Payment Center Settings
To begin, log in to your payment center and look for the "Payment Center Settings" tab.

Step 2: Locate "Invoice Lines Page Size"
Once you are in the Payment Center Settings, find the field "Invoice Lines Page Size." If it's not visible, it might need to be added to the Page Layout for easy access. This step ensures that you can easily configure the page size according to your preferences.

Step 3: Set the Desired Page Size
Once you've located or added the "Invoice Lines Page Size" option, set the desired value. This value represents the number of invoice lines to be displayed on a single page. For example, if you set it to 20, the system will automatically create pagination once the number of invoice lines exceeds this threshold. The default for new installation is set to 50.

Step 4: Set Invoice PDF Preview Template
Additionally in Payment Center Settings, ensure that the value for this field Invoice PDF Preview Template is equal to "Invoice Template - PDF Preview". Expose this field in the layout if not visible.

Step 5: Save Your Changes
After updating the fields, make sure to save your changes. This ensures that the new configuration is applied and will take effect in the payment center.

Pagination is a user-friendly way to manage large sets of data. In this context, if the number of invoice lines exceeds the specified page size, the system will automatically create additional pages to accommodate the data. This enhances the readability of the invoice information and makes it easier for users to navigate through the content.

Expected Behavior:

Generating Invoice PDFs:
When a user selects the 'Email/Print Invoice PDF' button, they are directed to a PDF preview screen. The number of invoice lines displayed on this screen is configurable in the Payment Center settings under 'Invoice Lines Page Size.' The Invoice Lines Page Size allows users to control the amount of information visible at once, ensuring clarity and convenience.

Sending Email In Batch:
After reviewing the PDF, users can choose to 'Send Email.' The email sending process is optimized through a batch job.

Initiating Online Payments:
Users have the option to click ''Click here to pay online.' Upon selection, users are directed to a payment screen displaying a limited number of invoice lines. Navigation through the invoice records is made easy with options like '<<First,' '<Previous,' 'Next>,' and 'Last>>.' These features empower users to quickly locate and review specific invoice details.

Customizing Payment Screen:
The number of invoice lines visible on the payment screen is determined by the 'Invoice Lines Page Size' set in the Payment Center settings. This ensures that users are presented with a manageable amount of information, preventing information overload.

User-Friendly Navigation:
The '<<First,' '<Previous,' 'Next>,' and 'Last>>' options on the payment screen allow users to navigate through invoice line records effortlessly.
This user-friendly design enhances the overall experience, especially when dealing with invoices containing a substantial number of line items.

Incorporating the 'Invoice Lines Page Size' setting in the Payment Center not only allows users to customize the display of invoice information but also optimizes critical actions like sending emails and processing payments. By providing a limited yet relevant set of invoice lines in both PDF previews and payment screens, users can efficiently manage their invoicing tasks. This approach not only enhances user experience but also contributes to a more streamlined and productive invoicing process overall.

 

Availability: Winter '24