Customise Invoice Template: Difference between revisions

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[[Category:How to]]
[[Category:How to]]
[[Category:Bookings]]
[[Category:Invoice]]
===Customise Invoice===
<div class="heading">Customise the invoice template</div>
This page explains how to customise the invoice template


In SETTINGS -> GUEST MANAGENMENT -> INVOICING you can customise the invoice template. Download the tutorial [[File:pdf.gif|Media:Custom_Invoice.pdf]]
In {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT > INVOICE you can customise the invoice template.  


[[Media:Custom_Invoice.pdf]]
<embedvideo service="youtube">https://www.youtube.com/watch?v=WLnWFq_Ch9I</embedvideo>


or follow these step by step instructions. The template will generate invoices like this:
The template will generate invoices like this:


[[File:Invoice_1.png]]
[[File:Invoice_1.jpg]]


'''Step 1 - Upload your logo in SETTINGS - > BOOKING PAGE PICTURES'''
 
[[Media:Custom_Invoice.pdf|Download the tutorial]] or follow these step by step instructions:
 
'''Step 1 - Upload your logo in SETTINGS - > BOOKING ENGINE PICTURES'''
   
   
Upload the picture and copy the copy picture url
Upload the picture and copy the copy picture url
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'''Step 2 -  Open the Editor in SETTINGS -> GUEST MANAGEMENT -> INVOICING'''
'''Step 2 -  Open the Editor in {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT > BOOKING TEMPLATE'''


[[File:Invoice_3.png]]
[[File:Invoice_3.png]]
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'''Step 3 - Enter your image URL'''
'''Step 3 - Enter your image URL'''


A click on the "image icon opens a window. Paste in the image url of your logo. If you dont want to use a logo delete <nowiki><div style="text-align:center;"><img src="https://www.beds24.com/pic/p0000/2035/02.jpg" /></div></nowiki> and enter your property name.
A click on the "image icon opens a window. Paste in the image url of your logo. If you dont want to use a logo delete <nowiki><div style="text-align:center;"><img src="https://beds24.com/pic/p0000/2035/02.jpg" /></div></nowiki> and enter your property name.


[[File:Invoice_4.png]]
[[File:Invoice_4.png]]
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The code for this sample invoice is provided at the bottom of the text.
The code for this sample invoice is provided at the bottom of the text.
[[File:Invoice_6.png]]


'''Step 6 - Generate an Invoice'''
'''Step 6 - Generate an Invoice'''
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Go to BOOKINGS and open a booking. If you want to add an invoice number to the booking you can use the field "referer" or any other filed you dont need e.g. a custom question, or fax (in this case you will have to adjust the template variable).
Go to BOOKINGS and open a booking. If you want to add an invoice number to the booking you can use the field "referer" or any other filed you dont need e.g. a custom question, or fax (in this case you will have to adjust the template variable).


[[File:Invoice_6.png]]
[[File:Invoice_7.png]]
 


'''Step 7 - Add Extras'''  
'''Step 7 - Add Extras'''  
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Click on "Printable Invoice" to print the invoice or to add extra information manually (2)
Click on "Printable Invoice" to print the invoice or to add extra information manually (2)
[[File:Invoice_8.png]]




[[File:Invoice_7.png]]
'''Step 8 - Preview Invoice'''


If your invoice is ready click on the "print" icon (1) to save to your  computer or print.


[[File:Invoice_8.png]]
If you want to add custom information just for this invoice click on the "edit" icon (2)


[[File:Invoice_10.png]]




[[File:Invoice_10.png]]
'''Step 9 - If Required Enter Custom Text'''


If required enter information in the editor and click on the "Close" icon. Information you enter here will not be stored in the system.


[[File:Invoice_11.png]]
[[File:Invoice_11.png]]


The field "Rate Description" will not show on the invoice. It can be used to store manually entered information.




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To use copy, go to SETTINGS -> GUEST MANAGEMENT -> INVOICING click on "EDIT". I the editor click on "Source Code". Paste the code in. To use your image exchange <nowiki>"https://www.beds24.com/pic/p0000/2035/02.jpg"</nowiki> to your logo url.  
To use copy, go to {{#fas:cog}} (SETTINGS)  GUEST MANAGEMENT > INVOICE click on "EDIT". In the editor click on "Source Code". Paste the code in. To use your image exchange <nowiki>"https://beds24.com/pic/p0000/2035/02.jpg"</nowiki> to your logo url.  
<pre>
<pre>
  <div style="text-align:center;"><img src="https://www.beds24.com/pic/p0000/2035/02.jpg" /></div>
  <div style="text-align:center;"><img src="https://beds24.com/pic/p0000/2035/02.jpg" /></div>
  <div>
  <div>
  <br />
  <br />
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  <br />
  <br />
  &nbsp;
  &nbsp;
  <h3>Invoice Nr. [REFERENCE]</h3>
  <h3>Invoice Nr. [INVOICENUMBER]</h3>


  <table border="0" cellpadding="1" cellspacing="1" style="width: 500px;">
  <table border="0" cellpadding="1" cellspacing="1" style="width: 500px;">
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<tr>
<tr>
<td>Date</td>
<td>Date</td>
<td>[CURRENTDATE]</td>
<td>[INVOICEDATE]</td>
</tr>
</tr>
<tr>
<tr>
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  <strong>Balance due:&nbsp; </strong>[FIRSTNIGHT:+30days]
  <strong>Balance due:&nbsp; </strong>[FIRSTNIGHT:+30days]
  </div>
  </div>
</pre>
== Code for the example 2==
<pre>
[GUESTTITLE] [GUESTFIRSTNAME] [GUESTNAME]
[GUESTADDRESS]
[ROOMNAME]
Check in: [FIRSTNIGHT]
Check out: [LEAVINGDAY]
[NUMNIGHT] nights
[NUMPEOPLE] guests
[CURRENTDATE]
Invoice
Reference Number: [REFERENCENUMBER]
[INVOICETABLE]
We thank you very much for choosing [PROPERTYNAME]. We hope you enjoyed your stay with us.


</pre>
</pre>
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