Difference between revisions of "Adjusting client invoices"

From SimplyBook.me
 
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3. '''Client address.'''<br>
 
3. '''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 [[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>
 
<br><br>
 
[[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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You can add certain forms to be displayed in the client information block.<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>
 
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>
 
<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>
 
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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[[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>
 
<br><br>
 
As the result both the form title and the client response will be reflected in the invoice.
 
As the result both the form title and the client response will be reflected in the invoice.

Latest revision as of 13:34, 31 July 2024


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.

Sbpay company settings page - address.png



Sbpay printed invoice example with company address.png

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.

Sbpay company settings page - tax info.png



Sbpay printed invoice example with comoany vat number.png



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.

Make address mandatory redesigned.png



Sbpay printed invoice example with client address.png



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.

Add intake form to invoice redesigned.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.

Add client form to invoice redesigned.png



As the result both the form title and the client response will be reflected in the invoice.

Sbpay printed invoice example with client fields and intake forms.png

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.

Sbpay invoice appearance settings.png



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.