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[[Category:How to]] | [[Category:How to]] | ||
[[Category: | [[Category:Invoice]] | ||
= | <div class="heading">Customise the invoice template</div> | ||
This page explains how to customise the invoice template | |||
In SETTINGS | In {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT > INVOICE you can customise the invoice template. | ||
<embedvideo service="youtube">https://www.youtube.com/watch?v=WLnWFq_Ch9I</embedvideo> | |||
[[File:Invoice_1. | The template will generate invoices like this: | ||
[[File:Invoice_1.jpg]] | |||
[[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 | |||
[[File:Invoice_2.png]] | [[File:Invoice_2.png]] | ||
'''Step 2 - Open the Editor in {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT > BOOKING TEMPLATE''' | |||
[[File:Invoice_3.png]] | [[File:Invoice_3.png]] | ||
'''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://beds24.com/pic/p0000/2035/02.jpg" /></div></nowiki> and enter your property name. | |||
[[File:Invoice_4.png]] | [[File:Invoice_4.png]] | ||
'''Step 4 - Use Tables to align information''' | |||
Click on the "table" icon and enter the number of colums (normally 2) and rows you will need. | |||
[[File:Invoice_5.png]] | [[File:Invoice_5.png]] | ||
'''Step 5 - Set up Template''' | |||
Click on "Template Variables". All information from the booking can be inserted via "Template Variables", all other texts can be typed in. | |||
If you are using multiple languages copy everything, change the language tab and paste. Then change the text you entered manually. The template variables will automatically use the correct language. | |||
The code for this sample invoice is provided at the bottom of the text. | |||
[[File:Invoice_6.png]] | [[File:Invoice_6.png]] | ||
'''Step 6 - Generate an Invoice''' | |||
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]] | [[File:Invoice_7.png]] | ||
'''Step 7 - Add Extras''' | |||
The "Invoice" tab will automatically show all items booked online. The field "Rate Description" will not show on the invoice. It can be used for any comments. | |||
Items booked separately can be added manually (1). | |||
Press "Update" to save changes. | |||
Click on "Printable Invoice" to print the invoice or to add extra information manually (2) | |||
[[File:Invoice_8.png]] | [[File:Invoice_8.png]] | ||
'''Step 8 - Preview Invoice''' | |||
If your invoice is ready click on the "print" icon (1) to save to your computer or print. | |||
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. | |||
== Code for the example == | |||
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> | |||
<div style="text-align:center;"><img src="https://beds24.com/pic/p0000/2035/02.jpg" /></div> | |||
<div> | |||
<br /> | |||
<br /> | |||
<br /> | |||
| |||
<h3>Invoice Nr. [INVOICENUMBER]</h3> | |||
<table border="0" cellpadding="1" cellspacing="1" style="width: 500px;"> | |||
<tbody> | |||
<tr> | |||
<td>Name</td> | |||
<td>[GUESTFULLNAME]</td> | |||
</tr> | |||
<tr> | |||
<td>Date</td> | |||
<td>[INVOICEDATE]</td> | |||
</tr> | |||
<tr> | |||
<td>Roomnumber</td> | |||
<td>[REFERRER]</td> | |||
</tr> | |||
<tr> | |||
<td>Booking Reference</td> | |||
<td>[REFERENCENUMBER]</td> | |||
</tr> | |||
<tr> | |||
<td>Check-in</td> | |||
<td>[FIRSTNIGHT]</td> | |||
</tr> | |||
<tr> | |||
<td>Check-out</td> | |||
<td>[LEAVINGDAY]</td> | |||
</tr> | |||
<tr> | |||
<td>Number of Nights</td> | |||
<td>[NUMNIGHT]</td> | |||
</tr> | |||
<tr> | |||
<td>Room</td> | |||
<td>[ROOMNAME]</td> | |||
</tr> | |||
<tr> | |||
<td>Price</td> | |||
<td>[PRICE]</td> | |||
</tr> | |||
</tbody> | |||
</table> | |||
<br /> | |||
<br /> | |||
[INVOICETABLE] | |||
<br /> | |||
<br /> | |||
<strong>Balance due: </strong>[FIRSTNIGHT:+30days] | |||
</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> | |||