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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 |
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| − | __FORCETOC__
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| − | ==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> | | 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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| | <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> |
| − |
| |
| − | ==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>
| |
| − | You can adjust the following items:
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| − | <br><br>
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| − | 1. '''Company address.'''<br>
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| − | 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.
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| − | [[File:Company address for invoices.png|1200px|border|center|link=https://help.simplybook.me/images/8/82/Company_address_for_invoices.png]]
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| − | <br><br>
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| − | [[File:Company address in invoice example.png|1200px|border|center|link=https://help.simplybook.me/images/a/a6/Company_address_in_invoice_example.png]]
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| − | <br><br>
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| − | 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.
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| − | <br><br>
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| − | 2. '''Company VAT number.'''<br>
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| − | 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.
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| − | [[File:Company vat number for invoices.png|1200px|border|center|link=https://help.simplybook.me/images/8/82/Company_vat_number_for_invoices.png]]
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| − | <br><br>
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| − | [[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]]
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| − | <br><br>
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| − | 3. '''Client address.'''<br>
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| − | 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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| − | [[File:Client login address settings.png|1200px|border|center|link=https://help.simplybook.me/images/3/33/Client_login_address_settings.png]]
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| − | <br><br>
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| − | [[File:Client address in invoice example.png|1200px|border|center|link=https://help.simplybook.me/images/1/19/Client_address_in_invoice_example.png]]
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| − | <br><br>
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| − | 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]]
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| − | <br><br>
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| − | 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]]
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| − | <br><br>
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| − | 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|link=https://help.simplybook.me/images/a/ae/Intake_forms_and_client_fields_in_invoice_example.png]]
| |
| − | <br><br>
| |
| − | 5. '''Invoice design.'''<br>
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| − | You can select one of the three invoice designs we have available.<br>
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| − | 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|link=https://help.simplybook.me/images/d/d8/Select_invoice_template.png]]
| |
| − | <br><br><br><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.
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.
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.
3. Client address.
For the client address to be displayed please enable Client Login custom feature, enable both Display address on the booking page and Make address mandatory registration field in Accessibility section. Save settings.
4. Intake forms and 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.
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.
As the result both the form title and the client response will be reflected in the invoice.
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.
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, QuickBooks, and FreshBooks. You can efficiently manage your invoices within your preferred accounting system.
