Difference between revisions of "How do I customise text on my booking and security invoices?"

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Revision as of 14:32, 24 July 2018

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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 for 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.

Tokens for Activity Types

~9
(8 characters)
Booking Number
~201
(30 characters)
Booking Reference
~202
(10 characters)
Start Date
~203
(5 characters)
Start Time
~204
(10 characters)
End Date
~205
(5 characters)
End Time
~235
(30 characters)
Booking Period
  • Click [Done] and [Accept] to save the changes.

Hire Item Types

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

  • Click [List].
  • Select the type to amend and click [Edit].
  • Go to the [Booking Settings] tab and click into the "Hire Item Text" box.
  • Enter the text to appear for at the top of the invoice for items of this hire 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 hire item name to print alongside the text entered.

Tokens for Hire Item Types

~608
(20 characters)
Stock Code/Vehicle Model
~609
(90 characters)
Stock/Vehicle Description
~613
(30 characters)
Hire Item Name
~627
(3 characters)
Vehicle Manufacturer Code
~628
(30 characters)
Vehicle Manufacturer Description
~629
(20 characters)
Vehicle Registration
~633
(15 characters)
Vehicle Colour
~634
(10 characters)
Vehicle Mileage
  • Click [Done] and [Accept] to save the changes.

See also


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Keywords AND Misspellings
Hire invoice, Security Invoice, Retain, Configure, Configuration, Custom, Customise, Booking Text, Security Text, Header Text, Token, Format, Layout
Tags

BH98

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