It is possible to generate customized PDF booking invoices and receipts using RoomBoss.
Invoices and receipts can be downloaded from the edit booking page inside your account and are available for yours guest to download from the guest intranet.
Company Name and Address and Logo can be added, it is also possible to add Account Wide and Vendor Specific messages.
Set Company Name and Address
Navigate → Product Setup → Rich Messages
On the Account Wide tab select Invoice Address, enter invoice address details and save.
This appears at the top right of the invoice.
- Details you enter here are visible in booking confirmations as well as invoices and receipts.
- For accounts with multiple vendors, details apply to all vendors in your account.
Note: If cutting and pasting from another text editor, style and formatting may be pasted also. To avoid this please use paste as plain text or paste from a text editor which does not use formatting.
Set Logo Image
Navigate → Product Setup → Product Details
For an account with multiple vendors choose the vendor you wish to edit the logo for. Select the Images tab then scroll down until you see the LOGO area and click the + JPG/GIF button. Choose the file you wish to use and upload.
This appears in the top left corner of the invoice.
- Details you enter here are visible in booking confirmations as well as invoices and receipts.
- For accounts with multiple vendors, an image (which need not be the same) will need to be set for each vendor.
Hint : Landscape logos at 2:1 ratio (ie. 2x as wide as they are tall) work best, edit a portrait image by adding white space to the right hand side.
Account Wide Message
This field can be used to enter payment conditions, bank details, and/or general instructions for the end consumer.
Navigate → Product Setup → Rich Messages
On the Account Wide tab select Invoice Message, enter invoice message and save.
- Details you enter here are visible in booking confirmations as well as invoices.
- For accounts with multiple vendors, details apply to all vendors in your account.
Note: If cutting and pasting from another text editor, style and formatting pay be pasted also. To avoid this please use paste as plain text or paste from a text editor which does not use formatting.
Vendor Specific Message
This field can be used to enter payment conditions, bank details, and/or general instructions that apply to only one vendor. These message will only appear on documents for bookings which include this vendor.
Navigate → Product Setup → Rich Messages
On the Vendor Specific tab select the Vendor you wish to add a message for, Invoice Message, enter invoice message and save.
- Details you enter here are visible on booking confirmations as well as invoices.
Note: If cutting and pasting from another text editor, style and formatting pay be pasted also. To avoid this please use paste as plain text or paste from a text editor which does not use formatting.