If you are using the NightsBridge PDF invoicing feature to send or download invoices, you can easily edit the information that shows on your invoice by following the steps in this tutorial.
Your logo needs to have minimum dimensions of 80 pixels by 80 pixels to be uploaded to your invoices.
Go to the Image Uploader
Please look at our tutorial 'How to access the Image Uploader' if you need more information on how to do that.
Upload your logo
1. At 'Select loader view', click on 'Branding'.
2. Click on 'Invoice logo' box.
3. Click 'Upload a Photo'.
Find your saved logo and select it.
Adjust your logo to fit
- The cropping box will appear.
- Click and hold the side/corner of the cropping box to adjust and fit your logo.
- This is an example of a logo before it was cropped.
This is the logo after it was cropped.
Choose where you want your logo placed
1. Click on 'Choose placement' to expand the drop-down menu.
2. Choose the preferred align from the options in the menu. This is where the logo will be placed on the invoice.
Click to Save.
Check to make sure you are happy with your changes
To review your changes, preview and invoice from a booking currently on your calendar.
Should you need guidance with this, search for our tutorial 'How to send an invoice'.
You can add text which contains your Terms and Conditions to your template for your online pro forma and final/tax invoices on the NightsBridge setup. The Terms and Conditions will then appear below your banking details on the invoice when you generate it.
If you use PayBridge 3D, PayBridge (excluding PayBridge Lite), iVeri or Adumo, a credit card payment link will be provided on both the proforma and invoice PDF documents.
If the deposit payment option is set to:
- 'Credit Card Only' - Both the credit card payment link and banking details are provided on the PDF document.
- 'EFT only' - only banking details will be provided on the PDF document.
- 'Both (Credit Cards & Bank/EFT)' - Both the credit card payment link and banking details are provided on the PDF document.
- 'No Money' - neither the banking details, nor the credit card payment link will be provided on the PDF document.
Condition:
Please note that the 'Pay Now' link will only display if the 'Invoice to' client has both an email address and phone number saved in the client details.
Add the Terms and Conditions to the Bank Details
Click on 'Deposit & Booking Policy'
Navigate to the Setup and click 'Deposit and Booking Policy'.
If you need help to find the setup, you can search for our tutorial 'How to find setup'.
Scroll down to Bank Details.
- Click 'Generate Code' to send a security code. This can be sent by email or text message (sms).
- Once received, type the Security Code into the space provided.
- Click 'Submit'.
Once you have clicked submit, the hidden Account details section will display
Scroll down to Account Details: Guest bank transfers
- Add the required terms and conditions within the text box.
- Click 'Save'.
From the 'Setup', navigate to the 'Basic Setup' and then 'Account Details'. You can tick if you are VAT registered or not by clicking 'Yes' or 'No' under the 'VAT registered?' heading. If you are newly VAT registered, enter your VAT number in the field that pops up when you tick 'Yes'
Please note that if you change your VAT settings on your setup, the changes will only apply to new invoices.
If you need more help with navigating to the Basic Setup, you can search for our tutorials called 'How to find Setup' and 'How to complete the Basic Setup' to assist you.