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Customise Invoice Template

1,049 bytes added, 13:10, 9 September 2020
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[[Category:How to]]
[[Category:BookingsInvoice]]<div class==="heading">Customise Invoice===the invoice template</div> This page explains how to customise the invoice template
In {{#fas:cog}} (SETTINGS -> ) GUEST MANAGENMENT -MANAGEMENT > INVOICING INVOICE you can customise the invoice template. Download the tutorial [[File:pdf.gif|Media:Custom_Invoice.pdf]]
[[Media<embedvideo service="youtube">https:Custom_Invoice//www.pdf]]youtube.com/watch?v=WLnWFq_Ch9I</embedvideo>
or follow these step by step instructions. The template will generate invoices like this:
[[File:Invoice_1.pngjpg]]
 [[Media:Custom_Invoice.pdf|Download the tutorial]] or follow these step by step instructions: '''Step 1 - Upload your logo in SETTINGS - > BOOKING PAGE ENGINE PICTURES'''
Upload the picture and copy the copy picture url
'''Step 2 - Open the Editor in {{#fas:cog}} (SETTINGS -> ) GUEST MANAGEMENT -> INVOICINGBOOKING TEMPLATE'''
[[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]]
The code for this sample invoice is provided at the bottom of the text.
 
[[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_6Invoice_7.png]] 
'''Step 7 - Add Extras'''
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]]
The field "Rate Description" will not show on the invoice. It can be used to store manually entered information.
To use copy, go to {{#fas:cog}} (SETTINGS -> ) GUEST MANAGEMENT -> INVOICING INVOICE click on "EDIT". I In 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.
<pre>
<div style="text-align:center;"><img src="https://www.beds24.com/pic/p0000/2035/02.jpg" /></div>
<div>
<br />
<br />
&nbsp;
<h3>Invoice Nr. [REFERENCEINVOICENUMBER]</h3>
<table border="0" cellpadding="1" cellspacing="1" style="width: 500px;">
<tr>
<td>Date</td>
<td>[CURRENTDATEINVOICEDATE]</td>
</tr>
<tr>
<strong>Balance due:&nbsp; </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>

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