How do I customise text on my booking and security invoices?

From Catalyst
Jump to: navigation, search

Summary

This article explains how to customise the text that is printed on a Hire Invoice and Security Invoice.

More Information

You may configure the text that appears at the top of all invoices for a specific activity type, e.g. 'Retail Bookings' and/or for the text that appears for specific item types, e.g. 'Accessories'.

Activity Types

Go to " Booking and Hire Maintenance Options Add or Edit Activity Types".

  • Click [List].
  • Select the type to amend and click [Edit].
  • Go to the [Booking Settings] tab and click into the "Header Text" box.
  • Enter the text to appear at the top of the invoice for items of this activity type, e.g 'Hire Period Starts:'.
  • Specific information can also be printed by inserting tokens to represent the items you wish to print, e.g. 'Hire Period Starts : ~202' would allow the start date to print alongside the text entered.
  • Click [Done] and [Accept] to save the changes.

Booking Item Types

Go to " Booking and Hire Maintenance Options Add or Edit Booking Item Types".

  • Click [List].
  • Select the type to amend and click [Edit].
  • Go to the [Booking Settings] tab and click into the "Booking Item Text" box.
  • Enter the text to appear at the top of the invoice for items of this booking item type, e.g 'Accessory Details:'.
  • Specific information can also be printed by inserting tokens to represent the items you wish to print, e.g. 'Accessory Details: ~613' would allow the item name to print alongside the text entered.
  • Click [Done] and [Accept] to save the changes.

See also


Feedback
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Keywords AND Misspellings
hire invoice, security invoice, retain, configure, configuration, custom, customise, booking text, security text, header text, token, format, layout
Tags

BH98