Adjusting client invoices - Revision history

Admin at 19:49, 2 February 2026

2026-02-02T19:49:10Z

← Older revision		Revision as of 19:49, 2 February 2026
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	{{#seo:		{{#seo:
	\|title=Adjusting client invoices - SimplyBook.me		\|title=Adjusting client invoices - SimplyBook.me
	\|description=~~Modify client invoices to suit your business needs~~. ~~Personalize details and~~ layout ~~effortlessly~~. ~~Click here for a step-by-step guide!~~		\|description=Customize invoice appearance and content. Add company logo, adjust layout, include intake form data. Configure invoice numbering, terms, footer information.
	\|titlemode=append		\|titlemode=append
	\|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

Admin at 11:21, 11 August 2025

2025-08-11T11:21:51Z

← Older revision		Revision as of 11:21, 11 August 2025
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	<!--T:6-->		<!--T:6-->
	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 [[Special:MyLanguage/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:Make address mandatory redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/6/68/Make_address_mandatory_redesigned.png]]		[[File:Make address mandatory redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/6/68/Make_address_mandatory_redesigned.png]]
	<br><br>		<br><br>
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	<translate>		<translate>
	<!--T:12-->		<!--T:12-->
	<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>		<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 [[Special:MyLanguage/Xero_integration\| Xero]], [[Special:MyLanguage/QuickBooks_integration\| QuickBooks]], and [[Special:MyLanguage/FreshBooks_integration\| FreshBooks]]. You can efficiently manage your invoices within your preferred accounting system.</span>
	<br><br>		<br><br>

	</translate>		</translate>

Tania: Marked this version for translation

2025-05-15T11:53:24Z

Marked this version for translation

← Older revision		Revision as of 11:53, 15 May 2025
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	<languages/>		<languages/>
	<translate>		<translate>
			<!--T:1-->
	{{#seo:		{{#seo:
	\|title=Adjusting client invoices - SimplyBook.me		\|title=Adjusting client invoices - SimplyBook.me
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	<translate>		<translate>
			<!--T:2-->
	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:
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	<translate>		<translate>
			<!--T:3-->
	1. '''Company address.'''<br>		1. '''Company address.'''<br>
	The company address added in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Payments(SBPay.me)</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Payment systems </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.		The company address added in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Payments(SBPay.me)</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Payment systems </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.
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	<translate>		<translate>
			<!--T:4-->
	[[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]]		[[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.		If you need to hide it simply remove address from that field and save settings.
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	<translate>		<translate>
			<!--T:5-->
	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;">Payments(SBPay.me)</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Payment systems </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.		If it is added in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Payments(SBPay.me)</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Payment systems </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.
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	<translate>		<translate>
			<!--T:6-->
	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.
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	<translate>		<translate>
			<!--T:7-->
	[[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]]		[[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>		<br><br>
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	<translate>		<translate>
			<!--T:8-->
	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>
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	<translate>		<translate>
			<!--T:9-->
	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:Add client form to invoice redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/2/2f/Add_client_form_to_invoice_redesigned.png]]		[[File:Add client form to invoice redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/2/2f/Add_client_form_to_invoice_redesigned.png]]
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	<translate>		<translate>
			<!--T:10-->
	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: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]]		[[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]]
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	<translate>		<translate>
			<!--T:11-->
	5. '''Invoice design.'''<br>		5. '''Invoice design.'''<br>
	There are three templates to choose from in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Payments(SBPay.me)</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Payment systems </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>		There are three templates to choose from in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Payments(SBPay.me)</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Payment systems </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>
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	<translate>		<translate>
			<!--T:12-->
	<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>		<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>

	</translate>		</translate>

Tania at 11:53, 15 May 2025

2025-05-15T11:53:17Z

← Older revision		Revision as of 11:53, 15 May 2025
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			<languages/>
			<translate>
	{{#seo:		{{#seo:
	\|title=Adjusting client invoices - SimplyBook.me		\|title=Adjusting client invoices - SimplyBook.me
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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
	}}		}}
			</translate>

			<translate>
	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>
			</translate>

			<translate>
	1. '''Company address.'''<br>		1. '''Company address.'''<br>
	The company address added in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Payments(SBPay.me)</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Payment systems </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.		The company address added in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Payments(SBPay.me)</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Payment systems </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]]		[[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>		<br><br>
			</translate>

			<translate>
	[[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]]		[[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.		If you need to hide it simply remove address from that field and save settings.
	<br><br>		<br><br>
			</translate>

			<translate>
	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;">Payments(SBPay.me)</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Payment systems </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.		If it is added in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Payments(SBPay.me)</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Payment systems </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.
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	[[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]]		[[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>		<br><br>
			</translate>

			<translate>
	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:Make address mandatory redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/6/68/Make_address_mandatory_redesigned.png]]		[[File:Make address mandatory redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/6/68/Make_address_mandatory_redesigned.png]]
	<br><br>		<br><br>
			</translate>

			<translate>
	[[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]]		[[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>		<br><br>
			</translate>

			<translate>
	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>
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	[[File:Add intake form to invoice redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/1/16/Add_intake_form_to_invoice_redesigned.png]]		[[File:Add intake form to invoice redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/1/16/Add_intake_form_to_invoice_redesigned.png]]
	<br><br>		<br><br>
			</translate>

			<translate>
	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:Add client form to invoice redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/2/2f/Add_client_form_to_invoice_redesigned.png]]		[[File:Add client form to invoice redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/2/2f/Add_client_form_to_invoice_redesigned.png]]
	<br><br>		<br><br>
			</translate>

			<translate>
	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: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]]		[[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]]
			</translate>

			<translate>
	5. '''Invoice design.'''<br>		5. '''Invoice design.'''<br>
	There are three templates to choose from in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Payments(SBPay.me)</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Payment systems </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>		There are three templates to choose from in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Payments(SBPay.me)</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Payment systems </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>
Line 45:		Line 74:
	[[File:Sbpay invoice appearance settings.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/f/f3/Sbpay_invoice_appearance_settings.png]]		[[File:Sbpay invoice appearance settings.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/f/f3/Sbpay_invoice_appearance_settings.png]]
	<br><br>		<br><br>
			</translate>

			<translate>
	<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>		<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>

			</translate>

Admin at 15:28, 6 December 2024

2024-12-06T15:28:08Z

← Older revision		Revision as of 15:28, 6 December 2024
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	{{#seo:		{{#seo:
	\|title=Adjusting client invoices - SimplyBook.me		\|title=Adjusting client invoices - SimplyBook.me
			\|description=Modify client invoices to suit your business needs. Personalize details and layout effortlessly. Click here for a step-by-step guide!
	\|titlemode=append		\|titlemode=append
	\|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

Admin at 13:34, 31 July 2024

2024-07-31T13:34:34Z

← Older revision		Revision as of 13:34, 31 July 2024
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	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\|link=https://help.simplybook.me/images/3/33/~~Client_login_address_settings~~.png]]		[[File:Make address mandatory redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/6/68/Make_address_mandatory_redesigned.png]]
	<br><br>		<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]]		[[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]]
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	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\|link=https://help.simplybook.me/images/6/6c/~~Intake_forms_for_invoices~~.png]]		[[File:Add intake form to invoice redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/1/16/Add_intake_form_to_invoice_redesigned.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\|link=https://help.simplybook.me/images/b/b4/~~Client_fields_for_invoices~~.png]]		[[File:Add client form to invoice redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/2/2f/Add_client_form_to_invoice_redesigned.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.

Admin at 12:42, 31 July 2024

2024-07-31T12:42:35Z

@@ Line 4: / Line 4: @@
 |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:
@@ Line 46: / Line 46: @@
 <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>

Admin at 09:45, 26 July 2024

2024-07-26T09:45:03Z

← Older revision		Revision as of 09:45, 26 July 2024
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	1. '''Company address.'''<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.		The company address added in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Payments(SBPay.me)</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Payment systems </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]]		[[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>		<br><br>
Line 18:		Line 18:
	<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;">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.		If it is added in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Payments(SBPay.me)</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Payment systems </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]]		[[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>		<br><br>
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	[[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]]		[[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>		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>		There are three templates to choose from in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Payments(SBPay.me)</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Payment systems </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.		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]]		[[File:Sbpay invoice appearance settings.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/f/f3/Sbpay_invoice_appearance_settings.png]]

Admin: /* With SBPay.me */

2024-02-02T13:10:26Z

With SBPay.me

← Older revision		Revision as of 13:10, 2 February 2024
Line 44:		Line 44:
	[[File:Sbpay invoice appearance settings.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/f/f3/Sbpay_invoice_appearance_settings.png]]		[[File:Sbpay invoice appearance settings.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/f/f3/Sbpay_invoice_appearance_settings.png]]
	<br><br>		<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>

	==Without SBPay.me==		==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>

Admin at 13:27, 16 March 2023

2023-03-16T13:27:34Z

Show changes