Adjusting client invoices/en - Revision history

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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

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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 [[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]]
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	<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>
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2025-05-15T11:53:26Z

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<languages/>
{{#seo:
|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
|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
}}

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. 
You can adjust the following items:
 

1. '''Company address.''' 
The company address added in Payments(SBPay.me) -> Payment systems -> Settings -> Company profile -> Address 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 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.
 

2. '''Company VAT number.''' 
If it is added in Payments(SBPay.me) -> Payment systems -> Settings -> Company profile -> Tax information 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 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]]
 

3. '''Client address.''' 
For the client address to be displayed please enable [[Client_Login_custom_feature|Client Login]] custom feature, enable both Display address on the booking page and Make address mandatory registration field in Accessibility 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: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]]
 

4. '''[[Intake_Forms_custom_feature|Intake forms]] and [[Client_Fields_Custom_Feature|Client Fields]]''' 
You can add certain forms to be displayed in the client information block. 
If it is an intake form please go to Manage -> Intake forms -> click on the necessary form to select -> enable Add field to invoice, save settings. 
[[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]]
 

Or if you wish to add a client form then navigate to Manage -> Client fields -> click on the desired field to edit it -> enable Add field to invoice, save. 
[[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]]
 

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.''' 
There are three templates to choose from in Payments(SBPay.me) -> Payment systems -> Custom features -> Invoices -> Settings -> Appearance.
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]]
 

'''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.