Adjusting client invoices/da: Difference between revisions

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{{#seo: |title=Justering af klientfakturaer - SimplyBook.me |description=Rediger kundefakturaer, så de passer til dine forretningsbehov. Tilpas detaljer og layout uden besvær. Klik her for en trinvis vejledning! |titlemode=tilføj |keywords=faq, ofte stillede spørgsmål, reservationssoftware, spørgsmål om aftalesystem, onlineaftaler, kalendersoftware, reservationssystem, reservationskalender, planlægningssoftware, onlineaftaleplanlægning, onlineplanlægning, opsætning, hjælp til opsætning, support, hjælpeindhold }}
{{#seo: |title=Justering af klientfakturaer - SimplyBook.me |description=Rediger kundefakturaer, så de passer til dine forretningsbehov. Tilpas detaljer og layout uden besvær. Klik her for en trinvis vejledning! |titlemode=tilføj |keywords=faq, ofte stillede spørgsmål, reservationssoftware, spørgsmål om aftalesystem, onlineaftaler, kalendersoftware, reservationssystem, reservationskalender, planlægningssoftware, onlineaftaleplanlægning, onlineplanlægning, opsætning, hjælp til opsætning, support, hjælpeindhold }}


<div lang="en" dir="ltr" class="mw-content-ltr">
Det kan være nødvendigt at vise eller skjule nogle data eller ændre udseendet på de fakturaer, som systemet sender til kunder, når de foretager et køb på din bookingwebsite.<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>
Du kan justere følgende elementer:
You can adjust the following items:
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1. '''Virksomhedsadresse.'''<br>
1. '''Company address.'''<br>
Virksomhedsadressen, der er tilføjet i <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Betalinger (SBPay.me)</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Betalingssystemer  - </span> &gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Indstillinger</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Virksomhedsprofil</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Adresse</span>, vil blive vist på fakturaerne.
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]]
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[[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.
Hvis du vil skjule det, skal du blot fjerne adressen fra det felt og gemme indstillingerne.
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2. '''Virksomhedens momsnummer.'''<br>
2. '''Company VAT number.'''<br>
Hvis det tilføjes i <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Betalinger (SBPay.me)</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Betalingssystemer  - </span> &gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Indstillinger</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Virksomhedsprofil</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Skatteoplysninger,</span> vil det blive inkluderet i fakturaoverskriften.
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>
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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. '''Kundeadresse.'''<br>
3. '''Client address.'''<br>
For at klientadressen skal vises, skal du aktivere den brugerdefinerede funktion [[Special:MyLanguage/Client_Login_custom_feature|Klientlogin]], aktivere både <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Vis adresse på reservationssiden</span> og <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Gør adresse obligatorisk registreringsfelt</span> i afsnittet <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Tilgængelighed</span>. Gem indstillinger.
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|Indtastningsformularer]]</span> og <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Client_Fields_Custom_Feature|klientfelter]]</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>
Du kan tilføje bestemte formularer, der skal vises i klientinformationsblokken.<br>
You can add certain forms to be displayed in the client information block.<br>
Hvis det er en indtastningsformular, skal du gå til <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Administrer</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Indtastningsformularer</span> -&gt; klikke på den ønskede formular for at vælge den -&gt; aktivere <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Tilføj felt til faktura,</span> gem indstillinger.<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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Hvis du ønsker at tilføje en klientformular, skal du navigere til <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Administrer</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Klientfelter</span> -&gt; klikke på det ønskede felt for at redigere det -&gt; aktivere <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Tilføj felt til faktura og</span> gemme.<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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Som resultat vil både formularens titel og klientens svar blive afspejlet på fakturaen.
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. '''Fakturadesign.'''<br>
5. '''Invoice design.'''<br>
Der er tre skabeloner at vælge imellem i <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Betalinger (SBPay.me)</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Betalingssystemer - </span> &gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Tilpassede funktioner</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Fakturaer</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Indstillinger</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Udseende.</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>
Vælg den, du bedst kan lide, tilføj dit firmalogo og gem indstillingerne.
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;">'''Bemærk!''' Import af fakturaer fra eksterne platforme direkte til systemet understøttes ikke. SimplyBook.me tilbyder dog integrationsmuligheder med forskellige regnskabsprogrammer, herunder [[Special:MyLanguage/Xero_integration| Xero]], [[Special:MyLanguage/QuickBooks_integration| QuickBooks]] og [[Special:MyLanguage/FreshBooks_integration| FreshBooks]]. Du kan effektivt administrere dine fakturaer i dit foretrukne regnskabssystem.</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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Latest revision as of 11:23, 11 August 2025

Det kan være nødvendigt at vise eller skjule nogle data eller ændre udseendet på de fakturaer, som systemet sender til kunder, når de foretager et køb på din bookingwebsite.
Du kan justere følgende elementer:

1. Virksomhedsadresse.
Virksomhedsadressen, der er tilføjet i Betalinger (SBPay.me) -> Betalingssystemer - > Indstillinger -> Virksomhedsprofil -> Adresse, vil blive vist på fakturaerne.



Hvis du vil skjule det, skal du blot fjerne adressen fra det felt og gemme indstillingerne.

2. Virksomhedens momsnummer.
Hvis det tilføjes i Betalinger (SBPay.me) -> Betalingssystemer - > Indstillinger -> Virksomhedsprofil -> Skatteoplysninger, vil det blive inkluderet i fakturaoverskriften.





3. Kundeadresse.
For at klientadressen skal vises, skal du aktivere den brugerdefinerede funktion Klientlogin, aktivere både Vis adresse på reservationssiden og Gør adresse obligatorisk registreringsfelt i afsnittet Tilgængelighed. Gem indstillinger.





4. Indtastningsformularer og klientfelter
Du kan tilføje bestemte formularer, der skal vises i klientinformationsblokken.
Hvis det er en indtastningsformular, skal du gå til Administrer -> Indtastningsformularer -> klikke på den ønskede formular for at vælge den -> aktivere Tilføj felt til faktura, gem indstillinger.



Hvis du ønsker at tilføje en klientformular, skal du navigere til Administrer -> Klientfelter -> klikke på det ønskede felt for at redigere det -> aktivere Tilføj felt til faktura og gemme.



Som resultat vil både formularens titel og klientens svar blive afspejlet på fakturaen.

5. Fakturadesign.
Der er tre skabeloner at vælge imellem i Betalinger (SBPay.me) -> Betalingssystemer - > Tilpassede funktioner -> Fakturaer -> Indstillinger -> Udseende. Vælg den, du bedst kan lide, tilføj dit firmalogo og gem indstillingerne.



Bemærk! Import af fakturaer fra eksterne platforme direkte til systemet understøttes ikke. SimplyBook.me tilbyder dog integrationsmuligheder med forskellige regnskabsprogrammer, herunder Xero, QuickBooks og FreshBooks. Du kan effektivt administrere dine fakturaer i dit foretrukne regnskabssystem.