Managing Booking Invoice layout options

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Learn how to use additional options for customizing your invoice layout, including a pay now link, PDF link, printing in colour, showing the SKU, showing item location, create another booking link, enabling staff ticket printing, and translating fields.

New to the Booking Invoice Layout? You can read the first article in this series for an introduction to the Booking Invoice Layout.

 

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Accessing the features mentioned in this article

Where can I find this feature using the top menu?

Manage > Layout > Invoice

What more do I need to use this feature?

• Admin permissions to manage accounts.
  
  

Which Checkfront version supports this feature - classic items, classic products, or both?

• This feature is available in both our classic items version using classic items (Inventory > Items) and our classic products version using classic products (Inventory > Products).  → Learn more about products

 

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Booking Invoice options vary, from the ability to customize print and payment preferences to the option to include additional item/product details in the Booking Invoice, such as SKUs and location. 

 

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With the Pay Now Link option, you can add a button to the Booking Invoice, enabling your Customers to click and pay any remaining balance on their Booking Invoice. You can find the button under the Balance Due amount.

 

The Pay Now button does not display in the Staff or Customer Booking Invoice PDFs. Instead, the button displays when an invoice is embedded in an email to a Staff or Customer recipient. Learn more about notifications and email variables here: Working with variables in email notifications

 

The Pay Now Link is different from the payment link option in notification emails. The latter is a link embedded in an email that customers can click to pay any remaining balance. Find out more here: How do I add a payment link to our email notifications?

 

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The PDF Link option adds a button that allows the Customer to create a PDF document of the Booking Invoice for printing purposes.  

 

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By default, the Booking Invoice is converted to grayscale for printing. Selecting the Print in Color option prints the Booking Invoice in colour instead. The logo remains in grayscale if you have chosen to include it.

 

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This option adds the item/product SKU directly beneath the Booking Invoice title.

 

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The Show Item Location option displays locations for items with locations configured (Inventory > Items > Media).

This option is great for accommodation items or rental pickup locations.

Products do not include a location option to display on invoices.

 

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Check the Link to Create Another Booking option to add a link to the Booking Invoice to create another booking upon completing the current booking.

Once the Customer has completed their booking through the online booking portal, a copy of the Booking Invoice displays.

The link is visible in the sidebar on the right.

 

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If you Enable Staff Ticket Printing, a link is added to the Staff-side Booking Invoice visible to your Staff Members. This link enables your Staff to print a ticket to give to the Customer.  

 

These tickets are great for tour operators with drop-in Customers who need a ticket to show the tour guide upon arrival at the meeting location.

If your QR Code integration is activated, each ticket has one embedded. A Staff Member can scan the QR Code to pull up the related Booking Invoice and optionally check the Guest in automatically.  

 

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To translate the information in the Invoice Title, Company Details, and Policy fields, click the Translate button in the left menu, as indicated above.  

You can select any language you have configured for your system from here.

 

You can input your translations within the highlighted fields after selecting a language.

Click Save Translation to save your changes.

 

For more details on language translations, you can visit our guide here: Introduction to Checkfront translations and Customer languages

 

In the following article, we look at the settings housed in the Policy section.

 

 

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< Managing company details within the Booking Invoice layout     |     Managing the policy within the Booking Invoice layout >

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