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| |keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, setup, setup help, support, help content | | |keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, setup, setup help, support, help content |
| }} | | }} |
| + | __FORCETOC__ |
| + | ==With SBPay.me== |
| + | It may be necessary to show or hide some data or change the look for the invoices that the system sends to clients after they make a purchase on your booking website.<br> |
| + | You can adjust the following items: |
| + | <br><br> |
| | | |
| + | 1. '''Company address.'''<br> |
| + | The company address added in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">SBPay.me</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Company profile</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Address</span> will be reflected in the invoices. |
| + | [[File:Sbpay company settings page - address.png|1200px|border|center|link=https://help.simplybook.me/images/4/4a/Sbpay_company_settings_page_-_address.png]] |
| + | <br><br> |
| + | [[File:Sbpay printed invoice example with company address.png|1200px|border|center|link=https://help.simplybook.me/images/8/84/Sbpay_printed_invoice_example_with_company_address.png]] |
| + | If you need to hide it simply remove address from that field and save settings. |
| + | <br><br> |
| + | 2. '''Company VAT number.'''<br> |
| + | If it is added in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">SBPay.me</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Company profile</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Tax information</span> it will be included to the invoice header. |
| + | [[File:Sbpay company settings page - tax info.png|1200px|border|center|link=https://help.simplybook.me/images/8/8e/Sbpay_company_settings_page_-_tax_info.png]] |
| + | <br><br> |
| + | [[File:Sbpay printed invoice example with comoany vat number.png|1200px|border|center|link=https://help.simplybook.me/images/d/d0/Sbpay_printed_invoice_example_with_comoany_vat_number.png]] |
| + | <br><br> |
| + | 3. '''Client address.'''<br> |
| + | For the client address to be displayed please enable [[Client_Login_custom_feature|Client Login]] custom feature, enable both <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Display address on the booking page</span> and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Make address mandatory registration field</span> in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Accessibility</span> section. Save settings. |
| + | [[File:Client login address settings.png|1200px|border|center|link=https://help.simplybook.me/images/3/33/Client_login_address_settings.png]] |
| + | <br><br> |
| + | [[File:Sbpay printed invoice example with client address.png|1200px|border|center|link=https://help.simplybook.me/images/4/4d/Sbpay_printed_invoice_example_with_client_address.png]] |
| + | <br><br> |
| + | 4. '''<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Intake_Forms_custom_feature|Intake forms]]</span> and <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Client_Fields_Custom_Feature|Client Fields]]</span>'''<br> |
| + | You can add certain forms to be displayed in the client information block.<br> |
| + | If it is an intake form please go to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Intake forms</span> -> click on the necessary form to select -> enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Add field to invoice,</span> save settings.<br> |
| + | [[File:Intake forms for invoices.png|1200px|border|center|link=https://help.simplybook.me/images/6/6c/Intake_forms_for_invoices.png]] |
| + | <br><br> |
| + | Or if you wish to add a client form then navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Client fields</span> -> click on the desired field to edit it -> enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Add field to invoice,</span> save.<br> |
| + | [[File:Client fields for invoices.png|1200px|border|center|link=https://help.simplybook.me/images/b/b4/Client_fields_for_invoices.png]] |
| + | <br><br> |
| + | As the result both the form title and the client response will be reflected in the invoice. |
| + | [[File:Sbpay printed invoice example with client fields and intake forms.png|1200px|border|center|link=https://help.simplybook.me/images/8/88/Sbpay_printed_invoice_example_with_client_fields_and_intake_forms.png]] |
| + | 5. '''Invoice design.'''<br> |
| + | There are three templates to choose from in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">SBPay.me</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Invoices</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Appearance.</span> |
| + | Please cheese the one you like the most, add your comopany logo and save settings. |
| + | [[File:Sbpay invoice appearance settings.png|1200px|border|center|link=https://help.simplybook.me/images/f/f3/Sbpay_invoice_appearance_settings.png]] |
| + | <br><br> |
| + | <span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' Importing invoices from external platforms directly into the system is not supported. However, SimplyBook.me offers integration options with various accounting software, including [[Xero_integration| Xero]], [[QuickBooks_integration| QuickBooks]], and [[FreshBooks_integration| FreshBooks]]. You can efficiently manage your invoices within your preferred accounting system.</span> |
| <br><br> | | <br><br> |
| + | |
| + | ==Without SBPay.me== |
| It may be necessary to show or hide some data or change the look for the invoices that the system sends to clients after they make a purchase on your booking website.<br> | | It may be necessary to show or hide some data or change the look for the invoices that the system sends to clients after they make a purchase on your booking website.<br> |
| You can adjust the following items: | | You can adjust the following items: |
| <br><br> | | <br><br> |
− |
| |
| 1. '''Company address.'''<br> | | 1. '''Company address.'''<br> |
− | If it is added in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Company information</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Basic information</span> and set to be displayed on the booking website it will also be shown in the invoices. | + | If it is added in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Company information</span> and set to be displayed on the booking website it will also be shown in the invoices. |
− | [[File:Company address for invoices.png|1200px|border|center]] | + | [[File:Company address for invoices.png|1200px|border|center|link=https://help.simplybook.me/images/8/82/Company_address_for_invoices.png]] |
| <br><br> | | <br><br> |
− | [[File:Company address in invoice example.png|1200px|border|center]] | + | [[File:Company address in invoice example.png|1200px|border|center|link=https://help.simplybook.me/images/a/a6/Company_address_in_invoice_example.png]] |
| <br><br> | | <br><br> |
| If you need to hide it simply check <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Don't show email on booking website</span> there, save settings and it will not appear neither on the website nor in the invoices. | | If you need to hide it simply check <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Don't show email on booking website</span> there, save settings and it will not appear neither on the website nor in the invoices. |
| <br><br> | | <br><br> |
− |
| |
| 2. '''Company VAT number.'''<br> | | 2. '''Company VAT number.'''<br> |
− | If it is added in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Company information</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Basic information</span> it will also be present in the invoices. | + | If it is added in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Company information</span> it will also be present in the invoices. |
− | [[File:Company vat number for invoices.png|1200px|border|center]] | + | [[File:Company vat number for invoices.png|1200px|border|center|link=https://help.simplybook.me/images/8/82/Company_vat_number_for_invoices.png]] |
| <br><br> | | <br><br> |
− | [[File:Company vat number in invoice example.png|1200px|border|center]] | + | [[File:Company vat number in invoice example.png|1200px|border|center|link=https://help.simplybook.me/images/0/07/Company_vat_number_in_invoice_example.png]] |
| <br><br> | | <br><br> |
− |
| |
| 3. '''Client address.'''<br> | | 3. '''Client address.'''<br> |
| For the client address to be displayed please enable [[Client_Login_custom_feature|Client Login]] custom feature, enable both <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Display address on the booking page</span> and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Make address mandatory registration field</span> in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Accessibility</span> section. Save settings. | | For the client address to be displayed please enable [[Client_Login_custom_feature|Client Login]] custom feature, enable both <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Display address on the booking page</span> and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Make address mandatory registration field</span> in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Accessibility</span> section. Save settings. |
− | [[File:Client login address settings.png|1200px|border|center]] | + | [[File:Client login address settings.png|1200px|border|center|link=https://help.simplybook.me/images/3/33/Client_login_address_settings.png]] |
| <br><br> | | <br><br> |
− | [[File:Client address in invoice example.png|1200px|border|center]] | + | [[File:Client address in invoice example.png|1200px|border|center|link=https://help.simplybook.me/images/1/19/Client_address_in_invoice_example.png]] |
| <br><br> | | <br><br> |
− |
| |
| 4. '''<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Intake_Forms_custom_feature|Intake forms]]</span> and <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Client_Fields_Custom_Feature|Client Fields]]</span>'''<br> | | 4. '''<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Intake_Forms_custom_feature|Intake forms]]</span> and <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Client_Fields_Custom_Feature|Client Fields]]</span>'''<br> |
| You can add certain forms to be displayed in the client information block.<br> | | You can add certain forms to be displayed in the client information block.<br> |
| If it is an intake form please go to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Intake forms</span> -> click on the necessary form to select -> enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Add field to invoice,</span> save settings.<br> | | If it is an intake form please go to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Intake forms</span> -> click on the necessary form to select -> enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Add field to invoice,</span> save settings.<br> |
− | [[File:Intake forms for invoices.png|1200px|border|center]] | + | [[File:Intake forms for invoices.png|1200px|border|center|link=https://help.simplybook.me/images/6/6c/Intake_forms_for_invoices.png]] |
| <br><br> | | <br><br> |
| Or if you wish to add a client form then navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Client fields</span> -> click on the desired field to edit it -> enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Add field to invoice,</span> save.<br> | | Or if you wish to add a client form then navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Client fields</span> -> click on the desired field to edit it -> enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Add field to invoice,</span> save.<br> |
− | [[File:Client fields for invoices.png|1200px|border|center]] | + | [[File:Client fields for invoices.png|1200px|border|center|link=https://help.simplybook.me/images/b/b4/Client_fields_for_invoices.png]] |
| <br><br> | | <br><br> |
| As the result both the form title and the client response will be reflected in the invoice. | | As the result both the form title and the client response will be reflected in the invoice. |
− | [[File:Intake forms and client fields in invoice example.png|1200px|border|center]] | + | [[File:Intake forms and client fields in invoice example.png|1200px|border|center|link=https://help.simplybook.me/images/a/ae/Intake_forms_and_client_fields_in_invoice_example.png]] |
| <br><br> | | <br><br> |
− |
| |
| 5. '''Invoice design.'''<br> | | 5. '''Invoice design.'''<br> |
| You can select one of the three invoice designs we have available.<br> | | You can select one of the three invoice designs we have available.<br> |
| Please choose default, white or dark template in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Accept payments</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Select invoice template</span> -> choose the desired look and save settings. | | Please choose default, white or dark template in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Accept payments</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Select invoice template</span> -> choose the desired look and save settings. |
− | [[File:Select invoice template.png|1200px|border|center]] | + | [[File:Select invoice template.png|1200px|border|center|link=https://help.simplybook.me/images/d/d8/Select_invoice_template.png]] |
| <br><br><br><br> | | <br><br><br><br> |