Customise Invoice Template - Revision history

Weins: 1 revision imported

2021-05-19T01:32:48Z

1 revision imported

Beds24>Annette at 11:10, 9 September 2020

2020-09-09T11:10:05Z

Weins: 1版をインポートしました

2019-03-12T02:19:07Z

1版をインポートしました

Beds24>Annette at 13:16, 11 August 2016

2016-08-11T13:16:00Z

New page

[[Category:How to]]
[[Category:Invoice]]
''This page explains how to customise the invoice template''

In SETTINGS -> GUEST MANAGEMENT -> INVOICE you can customise the invoice template.

<embedvideo service="youtube">https://www.youtube.com/watch?v=WLnWFq_Ch9I</embedvideo>

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 PAGE PICTURES'''

Upload the picture and copy the copy picture url

[[File:Invoice_2.png]]

'''Step 2 - Open the Editor in SETTINGS -> GUEST MANAGEMENT -> BOOKING 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]]

'''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]]

'''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]]

'''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]]

'''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]]

'''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]]

'''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.

== Code for the example ==

To use copy, go to 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://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 />
<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>

== Add a footer to every page ==
Click on "Edit" then in the editor on "Source". Past

<div style="height: 10px"> </div>
<footer class="onlyprint" style="position: fixed;bottom: 0; ">Your footer text</footer>

to the bottom of the document. Replace "Your footer text" with the text you want to display.

← Older revision	Revision as of 01:32, 19 May 2021
(No difference)

@@ Line 1: / Line 1: @@
 [[Category:How to]]
 [[Category:Invoice]]
-  ''This page explains how to customise the invoice template''
+<div class="heading">Customise the invoice template</div>
-In SETTINGS -> GUEST MANAGEMENT -> INVOICE you can customise the invoice template.
+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>
@@ Line 14: / Line 15: @@
 [[Media:Custom_Invoice.pdf|Download the tutorial]] or follow these step by step instructions:
-'''Step 1 - Upload your logo in SETTINGS - > BOOKING PAGE PICTURES'''
+'''Step 1 - Upload your logo in SETTINGS - > BOOKING ENGINE PICTURES'''
 Upload the picture and copy the copy picture url
@@ Line 22: / Line 23: @@
-'''Step 2 -  Open the Editor in SETTINGS -> GUEST MANAGEMENT -> BOOKING TEMPLATE'''
+'''Step 2 -  Open the Editor in {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT > BOOKING TEMPLATE'''
 [[File:Invoice_3.png]]
@@ Line 29: / Line 30: @@
 '''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]]
@@ Line 93: / Line 94: @@
-To use copy, go to 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://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>
-  <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>
   <br />
@@ Line 180: / Line 181: @@
 </pre>

← Older revision	Revision as of 02:19, 12 March 2019
(No difference)

Customise Invoice Template - Revision history

Weins: 1 revision imported

Beds24>Annette at 11:10, 9 September 2020

Weins: 1版 をインポートしました

Beds24>Annette at 13:16, 11 August 2016

Weins: 1版をインポートしました