Adjusting client invoices/sv: Difference between revisions

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3. '''Kundadress.'''<br>
3. '''Client address.'''<br>
För att klientadressen ska visas måste du aktivera den anpassade funktionen [[Special:MyLanguage/Client_Login_custom_feature|Klientinloggning]] och aktivera både <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Visa adress på bokningssidan</span> och <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Gör adress till obligatoriskt registreringsfält</span> i avsnittet <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Tillgänglighet</span>. Spara inställningarna.
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|Intagsformulär]]</span> och <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Client_Fields_Custom_Feature|klientfält]]</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 lägga till vissa formulär som ska visas i klientinformationsblocket.<br>
You can add certain forms to be displayed in the client information block.<br>
Om det är ett intagsformulär, gå till <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Hantera</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Intagsformulär</span> -&gt; klicka på det formulär du vill välja -&gt; aktivera <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Lägg till fält i faktura,</span> spara inställningarna.<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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Om du vill lägga till ett kundformulär navigerar du till <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Hantera</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Kundfält</span> -&gt; klickar på det fält du vill redigera -&gt; aktiverar <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Lägg till fält i faktura och</span> sparar.<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 kommer både formulärens titel och kundens svar att återspeglas i fakturan.
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>
Det finns tre mallar att välja mellan i <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Betalningar (SBPay.me)</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Betalningssystem  - </span> &gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Anpassade funktioner</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Fakturor</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Inställningar</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Utseende.</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>
Välj den du gillar bäst, lägg till ditt företagslogotyp och spara inställningarna.
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;">'''Observera!''' Det går inte att importera fakturor från externa plattformar direkt till systemet. SimplyBook.me erbjuder dock integrationsalternativ med olika bokföringsprogram, inklusive [[Special:MyLanguage/Xero_integration| Xero]], [[Special:MyLanguage/QuickBooks_integration| QuickBooks]] och [[Special:MyLanguage/FreshBooks_integration| FreshBooks]]. Du kan hantera dina fakturor effektivt i ditt bokföringssystem.</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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