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 hire item type?|item types]], e.g. {{DataValue|Accessories}}. |
=== Activity Types === | === Activity Types === | ||
Line 30: | Line 30: | ||
== 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]] | ||
Revision as of 06:27, 19 March 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.
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 'Hire 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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