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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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_7.png]]




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If you want to add custom information just for this invoice click on the "edit" icon (2)
If you want to add custom information just for this invoice click on the "edit" icon (2)


[[File:Invoice_7.png]]
[[File:Invoice_10.png]]




Step 9 - If Required Enter Custom Text
'''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.
If required enter information in the editor and click on the "Close" icon. Information you enter here will not be stored in the system.
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The field "Rate Description" will not show on the invoice. It can be used to store manually entered information.
The field "Rate Description" will not show on the invoice. It can be used to store manually entered information.


[[File:Invoice_10.png]]


== Code for the example ==
== Code for the example ==




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}} (SETTINGSGUEST 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>