SBPay.me integration: Difference between revisions

Line 212:

[[File:Refund notification settings.png|1200px|center|link=https://help.simplybook.me/images/b/b5/Refund_notification_settings.png]]

==SBPay.me Invoices==

You can now easily adjust the invoices settings to your needs and send them to your customers after any purchase.

;How to use

: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]]

: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.

[[File:Sbpay invoices settings.png|1200px|border|center|link=https://help.simplybook.me/images/5/54/Sbpay_invoices_settings.png]]

:3. Set the desired look in "Appearance" tab, upload your company logo.

[[File:Sbpay invoice appearance settings.png|1200px|border|center|link=https://help.simplybook.me/images/f/f3/Sbpay_invoice_appearance_settings.png]]

:4. Switch to the third, "Email", tab and set the notifications templates. You can use several variables mentioned below the form. save your settings.

[[File:Sbpay invooices emails settings.png|1200px|border|center|link=https://help.simplybook.me/images/9/91/Sbpay_invooices_emails_settings.png]]

: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.

[[File:Sbpay invoices report overview.png|1200px|border|center|link=https://help.simplybook.me/images/d/d6/Sbpay_invoices_report_overview.png]]

:6. Here is the example of how print invoice version can look like.

[[File:Sbpay invoice example.png|800px|border|center|link=https://help.simplybook.me/images/7/77/Sbpay_invoice_example.png]]

:7. You can also print the invoices directly from the SimplyBook.me system, Reports -> Payment transactions, by selecting the corresponding action per record.

[[File:Print sbpay invoice from simplybook transactions.png|1200px|border|center|link=https://help.simplybook.me/images/a/aa/Print_sbpay_invoice_from_simplybook_transactions.png]]

==SBPay.me Reports==

SBPay.me is just starting but already has several useful reports that you can use to track your payments:

@@ Line 212: / Line 212: @@
 [[File:Refund notification settings.png|1200px|center|link=https://help.simplybook.me/images/b/b5/Refund_notification_settings.png]]
 <br><br>
+==SBPay.me Invoices==
+You can now easily adjust the invoices settings to your needs and send them to your customers after any purchase.
+;How to use
+: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]]
+<br><br>
+: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.
+[[File:Sbpay invoices settings.png|1200px|border|center|link=https://help.simplybook.me/images/5/54/Sbpay_invoices_settings.png]]
+<br><br>
+:3. Set the desired look in "Appearance" tab, upload your company logo.
+[[File:Sbpay invoice appearance settings.png|1200px|border|center|link=https://help.simplybook.me/images/f/f3/Sbpay_invoice_appearance_settings.png]]
+<br><br>
+:4. Switch to the third, "Email", tab and set the notifications templates. You can use several variables mentioned below the form. save your settings.
+[[File:Sbpay invooices emails settings.png|1200px|border|center|link=https://help.simplybook.me/images/9/91/Sbpay_invooices_emails_settings.png]]
+<br><br>
+: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.
+[[File:Sbpay invoices report overview.png|1200px|border|center|link=https://help.simplybook.me/images/d/d6/Sbpay_invoices_report_overview.png]]
+<br><br>
+:6. Here is the example of how print invoice version can look like.
+[[File:Sbpay invoice example.png|800px|border|center|link=https://help.simplybook.me/images/7/77/Sbpay_invoice_example.png]]
+<br><br>
+:7. You can also print the invoices directly from the SimplyBook.me system, Reports -> Payment transactions, by selecting the corresponding action per record.
+[[File:Print sbpay invoice from simplybook transactions.png|1200px|border|center|link=https://help.simplybook.me/images/a/aa/Print_sbpay_invoice_from_simplybook_transactions.png]]
+<br><br>
 ==SBPay.me Reports==
 SBPay.me is just starting but already has several useful reports that you can use to track your payments: