Adjusting client invoices: Difference between revisions

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Line 1:

{{#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

}}

~~__FORCETOC__~~

</translate>

~~==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.

You can adjust the following items:

</translate>

1. '''Company address.'''

The company address added in SBPay.me -> Settings -> Company profile -> Address will be reflected in the invoices.

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]]

</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]]

If you need to hide it simply remove address from that field and save settings.

</translate>

2. '''Company VAT number.'''

If it is added in SBPay.me -> Settings -> Company profile -> Tax information it will be included to the invoice header.

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]]

</translate>

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.

For the client address to be displayed please enable [[Special:MyLanguage/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:~~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]]

</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]]

</translate>

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:~~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]]

</translate>

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:~~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]]

</translate>

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]]

</translate>

5. '''Invoice design.'''

There are three templates to choose from in SBPay.me -> Custom features -> Invoices -> Settings -> Appearance.

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]]

=~~=Without SBPay~~.me==

</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~~.

~~You can adjust the following items:~~

'''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.

~~1. '''Company address.''' ~~

If it is added in Settings -> Company information and set to be displayed on the booking website it will also be shown in the invoices.

</translate>

~~[[File:Company address for invoices.png|1200px|border|center|link=https://help.simplybook.me/images/8/82/Company_address_for_invoices.png]]~~

<~~br> ~~

~~[[File:Company address in invoice example.png|1200px|border|center|link=https://help.simplybook.me/images/a/a6~~/~~Company_address_in_invoice_example.png]]~~

~~ ~~

If you need to hide it simply check Don't show email on booking website there, save settings and it will not appear neither on the website nor in the invoices.

~~ ~~

~~2. '''Company VAT number.''' ~~

If it is added in Settings -> Company information it will also be present in the invoices.

~~[[File:Company vat number for invoices.png|1200px|border|center|link=https://help.simplybook.me/images/8/82/Company_vat_number_for_invoices.png]]~~

~~ ~~

~~[[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]]~~

~~ ~~

~~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:Client login address settings.png|1200px|border|center|link=https://help.simplybook.me/images/3/33/Client_login_address_settings.png]]~~

~~ ~~

~~[[File:Client address in invoice example.png|1200px|border|center|link=https://help.simplybook.me/images/1/19/Client_address_in_invoice_example.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:Intake forms for invoices.png|1200px|border|center|link=https://help.simplybook.me/images/6/6c/Intake_forms_for_invoices.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:Client fields for invoices.png|1200px|border|center|link=https://help.simplybook.me/images/b/b4/Client_fields_for_invoices.png]]~~

~~ ~~

~~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]]~~

~~ ~~

~~5. '''Invoice design.''' ~~

~~You can select one of the three invoice designs we have available. ~~

Please choose default, white or dark template in Custom features -> Accept payments -> Settings -> Select invoice template -> 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~~>

@@ Line 1: / Line 1: @@
+<languages/>
+<translate>
+<!--T:1-->
 {{#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
 }}
-__FORCETOC__
+</translate>
-==With SBPay.me==
+<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>
 You can adjust the following items:
 <br><br>
+</translate>
+<translate>
+<!--T:3-->
 . '''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]]
 <br><br>
+</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]]
 If you need to hide it simply remove address from that field and save settings.
 <br><br>
+</translate>
+<translate>
+<!--T:5-->
 . '''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]]
 <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>
+</translate>
+<translate>
+<!--T:6-->
 . '''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: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>
+</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]]
 <br><br>
+</translate>
+<translate>
+<!--T:8-->
 . '''<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]]
+[[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>
+</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>
-[[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>
+</translate>
+<translate>
+<!--T:10-->
 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]]
+</translate>
+<translate>
+<!--T:11-->
 . '''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.
 [[File:Sbpay invoice appearance settings.png|1200px|border|center|link=https://help.simplybook.me/images/f/f3/Sbpay_invoice_appearance_settings.png]]
 <br><br>
-==Without SBPay.me==
+</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>
-You can adjust the following items:
+<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 [[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>
-. '''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> and set to be displayed on the booking website it will also be shown in the invoices.
+</translate>
-[[File:Company address for invoices.png|1200px|border|center|link=https://help.simplybook.me/images/8/82/Company_address_for_invoices.png]]
-<br><br>
-[[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>
-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>
-. '''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> it will also be present in the invoices.
-[[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>
-[[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>
-. '''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: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>
-. '''<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: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>
-. '''Invoice design.'''<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.
-[[File:Select invoice template.png|1200px|border|center|link=https://help.simplybook.me/images/d/d8/Select_invoice_template.png]]
-<br><br><br><br>