Difference between revisions of "How do I customise text on my booking and security invoices?"
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== More Information == | == More Information == | ||
− | You may configure the text that appears at the top of all invoices for a specific [[How do I Create a Hire Item Activity Type?|activity type]] e.g. {{DataValue|Retail Bookings}} and/or for the text that appears for specific [[How do I Create a Hire Item Type?|item types]] e.g. {{DataValue|Accessories}}. | + | You may configure the text that appears at the top of all invoices for a specific [[How do I Create a Hire Item Activity Type?|activity type]], e.g. {{DataValue|Retail Bookings}} and/or for the text that appears for specific [[How do I Create a Hire Item Type?|item types]], e.g. {{DataValue|Accessories}}. |
=== Activity Types === | === Activity Types === | ||
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* Select the type to amend and click {{Button|Edit}}. | * Select the type to amend and click {{Button|Edit}}. | ||
* Go to the {{Tab|Booking Settings}} tab and click into the {{DataPrompt|Header Text}} box. | * Go to the {{Tab|Booking Settings}} tab and click into the {{DataPrompt|Header Text}} box. | ||
− | * Enter the text to appear | + | * Enter the text to appear at the top of the invoice for items of this activity type, e.g {{DataValue|Hire Period Starts :}}. |
− | * Specific information can also be printed by inserting tokens to represent the items you wish to print e.g. {{DataValue|Hire Period Starts : ~202}} would allow the start date to print alongside the text entered. | + | * Specific information can also be printed by inserting tokens to represent the items you wish to print, e.g. {{DataValue|Hire Period Starts : ~202}} would allow the start date to print alongside the text entered. |
==== Tokens for Activity Types ==== | ==== Tokens for Activity Types ==== | ||
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* Select the type to amend and click {{Button|Edit}}. | * Select the type to amend and click {{Button|Edit}}. | ||
* Go to the {{Tab|Booking Settings}} tab and click into the {{DataPrompt|Hire Item Text}} box. | * Go to the {{Tab|Booking Settings}} tab and click into the {{DataPrompt|Hire Item Text}} box. | ||
− | * Enter the text to appear | + | * Enter the text to appear at the top of the invoice for items of this hire item type, e.g {{DataValue|Accessory Details:}}. |
− | * Specific information can also be printed by inserting tokens to represent the items you wish to print e.g. {{DataValue|Accessory Details: ~613}} would allow the hire item name to print alongside the text entered. | + | * Specific information can also be printed by inserting tokens to represent the items you wish to print, e.g. {{DataValue|Accessory Details: ~613}} would allow the hire item name to print alongside the text entered. |
==== Tokens for Hire Item Types ==== | ==== Tokens for Hire Item Types ==== | ||
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* Click {{Button|Done}} and {{Button|Accept}} to save the changes. | * Click {{Button|Done}} and {{Button|Accept}} to save the changes. | ||
− | == See also == | + | .== See also == |
* [[How do I Produce a Hire Booking Invoice?]] | * [[How do I Produce a Hire Booking Invoice?]] | ||
* [[How do I Produce a Security Invoice?]] | * [[How do I Produce a Security Invoice?]] |
Revision as of 09:20, 11 December 2018
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
Contents
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.
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 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 ==
BH98