Adjusting client invoices/nl: Difference between revisions

Created page with "Het kan nodig zijn om bepaalde gegevens weer te geven of te verbergen of het uiterlijk te wijzigen van de facturen die het systeem naar klanten stuurt nadat zij een aankoop hebben gedaan op uw boekingswebsite.<br> U kunt de volgende items aanpassen: <br><br>"
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2. '''BTW-nummer van het bedrijf.'''<br>
2. '''Company VAT number.'''<br>
Als dit is toegevoegd in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Betalingen (SBPay.me)</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Betalingssystemen  - </span> &gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Instellingen</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Bedrijfsprofiel</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Belastinggegevens,</span> wordt het opgenomen in de koptekst van de factuur.
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]]
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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]]
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3. '''Adres van de klant.'''<br>
3. '''Client address.'''<br>
Om het adres van de klant weer te geven, schakelt u de aangepaste functie [[Special:MyLanguage/Client_Login_custom_feature|Klantlogin]] in en schakelt u zowel <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Adres weergeven op de boekingspagina</span> als <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Adres verplicht registratieveld in</span> in het gedeelte <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Toegankelijkheid</span>. Sla de instellingen op.
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]]
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[[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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4. '''<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Intake_Forms_custom_feature|Intakeformulieren]]</span> en <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Client_Fields_Custom_Feature|klantvelden]]</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>
U kunt bepaalde formulieren toevoegen die in het klantinformatieblok worden weergegeven.<br>
You can add certain forms to be displayed in the client information block.<br>
Als het een intakeformulier betreft, ga dan naar <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Beheer</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Intakeformulieren</span> -&gt; klik op het gewenste formulier om het te selecteren -&gt; schakel <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Veld toevoegen aan factuur</span> in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">,</span> sla de instellingen op.<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: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]]
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Of als u een klantformulier wilt toevoegen, ga dan naar <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Beheer</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Klantvelden</span> -&gt; klik op het gewenste veld om het te bewerken -&gt; schakel <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Veld toevoegen aan factuur</span> in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">,</span> sla op.<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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Het resultaat is dat zowel de titel van het formulier als het antwoord van de klant op de factuur worden weergegeven.
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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5. '''Factuurontwerp.'''<br>
5. '''Invoice design.'''<br>
Er zijn drie sjablonen om uit te kiezen in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Betalingen (SBPay.me)</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Betalingssystemen - </span> &gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Aangepaste functies</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Facturen</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Instellingen</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Weergave.</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>
Kies de sjabloon die u het mooist vindt, voeg uw bedrijfslogo toe en sla de instellingen op.
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]]
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<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Let op!''' Het rechtstreeks importeren van facturen uit externe platforms in het systeem wordt niet ondersteund. SimplyBook.me biedt echter integratiemogelijkheden met verschillende boekhoudsoftware, waaronder [[Special:MyLanguage/Xero_integration| Xero]], [[Special:MyLanguage/QuickBooks_integration| QuickBooks]] en [[Special:MyLanguage/FreshBooks_integration| FreshBooks]]. U kunt uw facturen efficiënt beheren binnen uw favoriete boekhoudsysteem.</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>
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