Send booking as PDF
If you choose to send the booking as an attachment (see image 1), you can go to ‘invoice’ under ‘settings’ in the left menu to determine the content of the PDF (see image 2). Please read the notes below for support:
Text color- titles:
Set a color here according to your corporate identity.
Specify VAT:
Enable or disable VAT specification here.
Payment rules:
Here you can choose from 5 different invoice settings in which the lines “residual payment” and “outstanding amount” are indicated varied:
– setting 1: without indication of ‘residual payment’ and ‘outstanding amount’
– setting 2: only mention of ‘outstanding amount’
– institution 3: ‘remaining balance’ and ‘amount outstanding’ are indicated (most frequently used)
– institution 4: only ‘remaining payment’ is indicated
– setting 5: entry of outstanding amounts per item (on and residual payment)
Text editor
The invoice template (PDF) has two text fields. The text in the first field is placed above the posting lines and the second field below (see image 3 as an example).