Adjusting client invoices: Difference between revisions

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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:Make address mandatory redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/6/68/Make_address_mandatory_redesigned.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.

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]]

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]]

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

@@ Line 25: / Line 25: @@
 . '''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]]
+[[File:Make address mandatory redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/6/68/Make_address_mandatory_redesigned.png]]
 <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]]
@@ Line 32: / Line 32: @@
 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>
 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>
 As the result both the form title and the client response will be reflected in the invoice.