Invoice templates
An invoice template is used to format the invoice. In the invoice template, you can determine which information you want to show in the footer, whether self-billing applies, you can add a different logo and/or different contact details. In addition, you can adjust the position of the addressee and it is possible to add additional payment information.
It is not possible to change the layout and content texts of invoices because it is a generic form. This means that the forms are the same for all users of Booking Experts.
Default invoice
To edit the template for the default invoice, go to Templates and click on the invoice templates tab. Then click on the standard invoice.
You can adjust the following here:
Selfbilling: In selfbilling, you create an invoice on behalf of the buyer as the park. This is not used for guest invoices.
Merge Invoice items: If you want to merge Invoice items for rental turnover and commission onto 1 Invoice line on the invoice
Use Administration contact details: Uncheck this box if you want to use different contact details on the rental invoice.
Use organisation logo: Uncheck this if you want to use a different logo for the rental invoice.
Use default vertical position for addressee: Uncheck this box to determine the vertical position of the addressee.
Left or right window: Determines whether the addressee should appear left or right on the invoice.
Additional details: It is possible to add additional details regarding, for example, payment here.
Footer: The footer uses tags to retrieve information from the Administration and display it on the invoice. You can add variables here by clicking on them in the box below the footer. If you want to add information that cannot be retrieved via a tag, you can type this text in the footer field.
Standard rental invoice
To edit the template for the standard rental invoice, go to Templates and click on the tab invoice templates. Then click on the standard rental account invoice.
You can adjust the following here:
Selfbilling: In selfbilling, the park creates an invoice on behalf of the buyer. The invoice is then addressed to the park and the owner's details are listed in the footer.
Merge Invoice items: If you want to merge Invoice items for rental turnover and commission onto 1 invoice line on the invoice
Use Administration contact details: Uncheck this box if you want to use different contact details on the rental invoice.
Use organisation logo: Uncheck this if you want to use a different logo for the rental invoice.
Use default vertical position for addressee: Uncheck this box to determine the vertical position of the addressee.
Left or right window: Determines whether the addressee should appear left or right on the invoice.
Additional details: It is possible to add additional details regarding, for example, payment here.
Footer: The footer uses tags to retrieve information from the Administration and display it on the invoice. You can add variables here by clicking on them in the box below the footer. If you want to add information that cannot be retrieved via a tag, you can type this text in the footer field.
Add invoice templates
It is possible to add your own invoice templates. This can be useful if, for example, you want to use self-billing for some Owners and use the standard rental statement for others. To do this, go to Templates and to the Invoice Templates tab. Then click +New. After creating the invoice template, you can select the appropriate template in the Commission agreements.