Customise Invoice Template: Difference between revisions
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===Customise Invoice=== | ===Customise Invoice=== | ||
In SETTINGS -> GUEST MANAGENMENT -> INVOICING you can customise the invoice template. Download the [[File:pdf.gif|Media:Custom_Invoice.pdf]] | In SETTINGS -> GUEST MANAGENMENT -> INVOICING you can customise the invoice template. Download the tutorial [[File:pdf.gif|Media:Custom_Invoice.pdf]] | ||
[[Media:Custom_Invoice.pdf]] | [[Media:Custom_Invoice.pdf]] | ||
or follow these step by step instructions. The template will generate invoices like this: | |||
[[File:Invoice_1.png]] | [[File:Invoice_1.png]] | ||
'''Step 1 - Upload your logo in SETTINGS - > BOOKING PAGE PICTURES''' | |||
Upload the picture and copy the copy picture url | |||
[[File:Invoice_2.png]] | [[File:Invoice_2.png]] | ||
'''Step 2 - Open the Editor in SETTINGS -> GUEST MANAGEMENT -> INVOICING''' | |||
[[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://www.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. | |||
'''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_6.png]] | [[File:Invoice_6.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) | |||