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Locate: Manage > Layout > Invoice
Prerequisites:
- Admin permissions to manage accounts.
- Invoices are available to those using items (Inventory > Items), a feature of our classic version of Checkfront.
- Interested in using Invoices with products (Inventory > Products)? Your account must be a member of our Early Access Program.
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Early Access Program The new product feature mentioned in this article is currently part of our Early Access Program, which means it is available to select Customers to try out and provide us with feedback. To learn more about becoming part of our Early Access Program check out our related blog post or contact our Technical Support team. Find our complete set of help articles related to the Early Access Program here: Early Access Program. |
There are various options that can be selected to further customize your Invoice Layout for both Customers and staff.
With the following article, we review additional options for customizing your Invoice Layout.
Overview
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Invoice Options vary, from the ability to customize print and payment preferences to the option to include further item or product details to the invoice, such as SKUs and Location.
Pay Now Link
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Adds a button to the Invoice which enables your Customers to click and pay any remaining balance on their Invoice. The button is located under the Balance Due on the Invoice.
PDF Link
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Adds a button that allows the Customer to create a PDF document of the Invoice for printing purposes.
Print in Color
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By default, the Invoice is converted to grayscale for printing. Selecting this option prints the Invoice in color instead. The logo remains in grayscale if you have chosen to include it.
Show SKU
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Selecting this option adds the item's or product's SKU directly beneath its title on the Invoice.
Show Item Location
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If you have entered the Location of an item in your inventory, then under the item's Media tab, you may choose to have this displayed on the Invoice. This is great for accommodation items or rental pickup Locations. Products do not include a Location option to display on invoices.
Link to Create Another Booking
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Check this option to enable a link that can be clicked on by a Customer to create another booking upon completion of their current booking. Once they have completed their booking through the online booking portal, a copy of the Invoice is displayed on the screen. The link is visible in the sidebar on the right.
Enable Staff Ticket Printing
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If you select this feature, then a link is added to the backend Invoices visible to your Staff Members. This link enables them to print a ticket that can then be given 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, then each ticket has one embedded in it. This can be scanned by a Staff Member to pull up the related Invoice and optionally check the guest in automatically.
< Invoice: Company Details | Invoice: Item or Product Sorting Order