If you need to customise your invoices to make them more personal for your property, this tutorial will assist you with the steps to follow.
Open the Setup and click on 'Templates'
If you need help finding the setup, you can use our tutorial 'How to find Setup' to assist you in navigating to the Setup.
Select the template and click 'Download'
- Click on the drop-down arrow that says 'Select'.
- Select the 'Invoice' template.
- Click 'Download'.
Your invoice template will now open in an application on your computer
Once you have clicked on download, you may get a pop-up which tells you that your browser is blocking a site from opening a pop-up window. You can allow this as it is a safe document to download from our system.
If you use 'Excel' on your computer, you will be able to open the document using this application. If not, there are other applications that can be used to open an 'XLS' files like 'WPS' or 'Numbers' if you use a Mac.
Edit the template
You can add the following:
- Your company logo - replace this temporary logo with your company logo.
- Vat number (if registered).
- Company details - physical address, contact numbers, e-mail address and website address.
- Bank details - Account name, Bank name, account number, Branch code.
- Extra terms and conditions - deposit and cancellation policy.
If you change the grid with the defined names(bookmarks) that export information from NightsBridge to the document, you can cause an error with your invoices due to our system needing the bookmarks on the blank template to update information correctly. The learning document below will guide you with which bookmarks need to be on the document.
Save the document
Save the template in a place that is easy to find it.
Make sure that you do not change the name of the document or the extension (i.e. invoice.xls).
Go back to your setup to access templates
Go back to your the Templates section on the Setup.
- Choose 'Invoice' from the 'Template' drop down list.
- Click to 'Choose File' and select your edited document that you saved.
- Click on 'Upload'
A message will display to show you have successfully uploaded your new template.
Make sure that you do the same with your Proforma template, if you use them. Just repeat the steps above but for the proforma.
Generate the excel invoice document on a booking to make sure your changes are working as expected
You can search for our tutorial 'How to generate an excel invoice' to assist you in generating an excel invoice.
Need a new template?
Here is a blank invoice document should you need to start from scratch.