How do I customise text on my booking and security invoices?
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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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