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Created page with "=== Återbetalningar === Det kan hända att du av någon anledning behöver återbetala pengarna till din kund, och nu är det möjligt att enkelt hantera sådana fall med SBPay.me PRO-integration. :1. När du har aktiverat SBPay.me-integrationen i ditt [https://simplybook.me/ SimplyBook.me-konto] kan du helt enkelt navigera till <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Rapporter</span> -> <span style="background-color:#d4f8e5; padding:5..."
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=== Återbetalningar ===
===Refunds===
Det kan hända att du av någon anledning behöver återbetala pengarna till din kund, och nu är det möjligt att enkelt hantera sådana fall med SBPay.me PRO-integration.
It may happen that you need to return the money back to your customer due to some reason and now it is possible to easily manage such cases with SBPay.me PRO integration.
:1. När du har aktiverat SBPay.me-integrationen i ditt [https://simplybook.me/ SimplyBook.me-konto] kan du helt enkelt navigera till <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Rapporter</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Betalningstransaktioner</span> -&gt; hitta den nödvändiga fakturan -&gt; klicka på <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Åtgärder</span> och välj <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Återbetalning</span> i rullgardinsmenyn. Bekräfta åtgärden så kommer återbetalningen automatiskt att göras till motsvarande kunds konto.
:1. After you activate SBPay.me integration in your [https://simplybook.me/ SimplyBook.me] account you can simply navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Payment transactions</span> -> find the necessary invoice -> click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Actions</span> and select <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Refund</span> from the drop down menu. Confirm the action and the refund will be automatically made to the corresponding client's account.
[[File:Refund from report path redesigned.png|1200px|center|link=https://help.simplybook.me/images/7/71/Refund_from_report_path_redesigned.png]]
[[File:Refund from report path redesigned.png|1200px|center|link=https://help.simplybook.me/images/7/71/Refund_from_report_path_redesigned.png]]
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:2. Or you can go directly to the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">SBPay.me interface</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Transactions</span> -> open the necessary record and select <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Refund</span>.
:2. Eller så kan du gå direkt till <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">SBPay.me-gränssnittet</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Transaktioner</span> -&gt; öppna den nödvändiga posten och välj <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Återbetalning</span>.
[[File:Refund on sbpayme side.png|1200px|center|link=https://help.simplybook.me/images/8/86/Refund_on_sbpayme_side.png]]
[[File:Refund on sbpayme side.png|1200px|center|link=https://help.simplybook.me/images/8/86/Refund_on_sbpayme_side.png]]
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:3. In the <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Accept payments custom feature|Accept payments]]</span> custom feature settings you can also enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Send refund confirmation</span> option and adjust the templates to automatically notify your clients via email and/or sms about the refunds.
:3. I inställningarna för den anpassade funktionen <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Accept payments custom feature|Acceptera betalningar]]</span> kan du också aktivera alternativet <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Skicka bekräftelse på återbetalning</span> och justera mallarna så att dina kunder automatiskt får ett e-postmeddelande och/eller sms om återbetalningarna.
[[File:Send refund confirmation redesigned.png|1200px|center|link=https://help.simplybook.me/images/a/a9/Send_refund_confirmation_redesigned.png]]
[[File:Send refund confirmation redesigned.png|1200px|center|link=https://help.simplybook.me/images/a/a9/Send_refund_confirmation_redesigned.png]]
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== SBPay.me-fakturor ==
==SBPay.me Invoices==
Du kan nu enkelt anpassa fakturainställningarna efter dina behov och skicka dem till dina kunder efter varje köp.
You can now easily adjust the invoices settings to your needs and send them to your customers after any purchase.
;Hur man använder
;How to use
:1. Aktivera motsvarande alternativ på sidan "Anpassade funktioner".
:1. Enable the corresponding option on your "Custom features" page.
[[File:Sbpay invoices enable path.png|1200px|border|center|link=https://help.simplybook.me/images/3/3c/Sbpay_invoices_enable_path.png]]
[[File:Sbpay invoices enable path.png|1200px|border|center|link=https://help.simplybook.me/images/3/3c/Sbpay_invoices_enable_path.png]]
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:2. Adjust the general settings to your needs: the invoice and credit note numbering format, add notes, link to your Terms and Conditions and footer information if necessary.
:2. Anpassa de allmänna inställningarna efter dina behov: numreringsformat för fakturor och kreditnotor, lägg till anteckningar, länka till dina villkor och fotinformation om det behövs.
[[File:Sbpay invoices settings.png|1200px|border|center|link=https://help.simplybook.me/images/5/54/Sbpay_invoices_settings.png]]
[[File:Sbpay invoices settings.png|1200px|border|center|link=https://help.simplybook.me/images/5/54/Sbpay_invoices_settings.png]]
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:3. Set the desired look in "Appearance" tab, upload your company logo.
:3. Ställ in önskat utseende under fliken "Utseende" och ladda upp ditt företagslogotyp.
[[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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:4. Switch to the third, "Email", tab and set the notifications templates. You can use several variables mentioned below the form. save your settings.
:4. Växla till den tredje fliken, "E-post", och ställ in mallarna för aviseringar. Du kan använda flera variabler som anges under formuläret. Spara dina inställningar.
[[File:Sbpay invooices emails settings.png|1200px|border|center|link=https://help.simplybook.me/images/9/91/Sbpay_invooices_emails_settings.png]]
[[File:Sbpay invooices emails settings.png|1200px|border|center|link=https://help.simplybook.me/images/9/91/Sbpay_invooices_emails_settings.png]]
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:5. In the Sales -> Invoices you can see the list of created invoices and credits notes. You can resend them to the clients when needed, issue credit notes, print or simply view the details.
:5. Under Försäljning -&gt; Fakturor kan du se en lista över skapade fakturor och kreditnotor. Du kan skicka dem igen till kunderna vid behov, utfärda kreditnotor, skriva ut eller helt enkelt visa detaljerna.
[[File:Sbpay invoices report overview.png|1200px|border|center|link=https://help.simplybook.me/images/d/d6/Sbpay_invoices_report_overview.png]]
[[File:Sbpay invoices report overview.png|1200px|border|center|link=https://help.simplybook.me/images/d/d6/Sbpay_invoices_report_overview.png]]
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:6. Here is the example of how print invoice version can look like.
:6. Här är ett exempel på hur en utskriven faktura kan se ut.
[[File:Sbpay invoice example.png|800px|border|center|link=https://help.simplybook.me/images/7/77/Sbpay_invoice_example.png]]
[[File:Sbpay invoice example.png|800px|border|center|link=https://help.simplybook.me/images/7/77/Sbpay_invoice_example.png]]
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:7. You can also print the invoices directly from the SimplyBook.me system, Reports -> Payment transactions, by selecting the corresponding action per record.
:7. Du kan också skriva ut fakturorna direkt från SimplyBook.me-systemet, Rapporter -&gt; Betalningstransaktioner, genom att välja motsvarande åtgärd per post.
[[File:Print invoice path redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/5/5a/Print_invoice_path_redesigned.png]]
[[File:Print invoice path redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/5/5a/Print_invoice_path_redesigned.png]]
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<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>
<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 [[Xero_integration| Xero,]] [[QuickBooks_integration| QuickBooks]] och [[FreshBooks_integration| FreshBooks.]] Du kan hantera dina fakturor effektivt i ditt bokföringssystem.</span>
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