Difference between revisions of "How do I customise text on my booking and security invoices?"
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== Summary == | == Summary == | ||
This article explains how to customise the text that is printed on a [[How do I Produce a Hire Booking Invoice?|Hire Invoice]] and [[How do I Produce a Security Invoice?|Security Invoice]]. | This article explains how to customise the text that is printed on a [[How do I Produce a Hire Booking Invoice?|Hire Invoice]] and [[How do I Produce a Security Invoice?|Security Invoice]]. | ||
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* 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. | ||
− | + | * See [[Agreement Configuration - Booking & Hire Document]] for the tokens that you can use for {{DataValue|Activity 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. | ||
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* 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. | ||
− | + | * See [[Agreement Configuration - Booking & Hire Document]] for the tokens that you can use for {{DataValue|Activity Types}}. | |
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− | | | + | * Click {{Button|Done}} and {{Button|Accept}} to save the changes. |
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− | + | == See also == | |
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* [[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 09:25, 11 December 2018
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.
- See Agreement Configuration - Booking & Hire Document for the tokens that you can use for 'Activity Types'.
- 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.
- See Agreement Configuration - Booking & Hire Document for the tokens that you can use for 'Activity Types'.
- Click [Done] and [Accept] to save the changes.
See also
BH98