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 | + | 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]]. |
== More Information == | == More Information == | ||
| − | You may configure the text that appears at the top of all invoices for a specific [[How do I | + | 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 booking 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 at the top of the invoice for items of this activity type, e.g {{DataValue|Hire Period Starts :}}. | + | * 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. | ||
| Line 17: | Line 17: | ||
* Click {{Button|Done}} and {{Button|Accept}} to save the changes. | * Click {{Button|Done}} and {{Button|Accept}} to save the changes. | ||
| − | === | + | === Booking Item Types === |
| − | Go to {{Menu|{{BH}}|Maintenance Options|Add or Edit | + | Go to {{Menu|{{BH}}|Maintenance Options|Add or Edit Booking Item Types}}. |
* Click {{Button|List}}. | * Click {{Button|List}}. | ||
* 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| | + | * Go to the {{Tab|Booking Settings}} tab and click into the {{DataPrompt|Booking Item Text}} box. |
| − | * Enter the text to appear at the top of the invoice for items of this | + | * Enter the text to appear at the top of the invoice for items of this booking 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 | + | * 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 item name to print alongside the text entered. |
| − | * See [[Agreement Configuration - Booking & Hire Document]] for the tokens that you can use for {{DataValue| | + | * See [[Agreement Configuration - Booking & Hire Document]] for the tokens that you can use for {{DataValue|Booking Item Types}}. |
* 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 | + | * [[How do I produce a hire booking invoice?]] |
| − | * [[How do I | + | * [[How do I produce a security invoice?]] |
| − | * [[Agreement Configuration - Booking & Hire Document]] | + | * [[Agreement Configuration - Booking & Hire Document]] |
| + | |||
| + | {{KB_Tags|hire invoice, security invoice, retain, configure, configuration, custom, customise, booking text, security text, header text, token, format, layout}} | ||
| + | {{How}}{{KB_BH}} | ||
| − | |||
| − | |||
{{KB_Ref|BH98}} | {{KB_Ref|BH98}} | ||
Latest revision as of 05:33, 19 June 2019
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.
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.
- See Agreement Configuration - Booking & Hire Document for the tokens that you can use for 'Booking Item Types'.
- Click [Done] and [Accept] to save the changes.
See also
- How do I produce a hire booking invoice?
- How do I produce a security invoice?
- Agreement Configuration - Booking & Hire Document
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