When you send an invoice to a guest, it should feel like it comes directly from your property, not a software system. Adding your own logo, banking details, and specific terms to your invoices makes your business look sharp and professional.
Here is how to easily download and customise your templates so they perfectly match your brand:
Step 1: Open the Invoice Template
Head over to your NightsBridge Calendar,
- click on 'Templates'
- and select invoice'.
The word 'Invoice' on your calendar is the final tax invoice that will close a paid account once generated.
Step 2: Make it your own
Open the file in Excel (or a similar program like Numbers if you use a Mac). Now you can make it yours! Feel free to:
- Swap out the placeholder text box with your own beautiful property logo.
- Add your physical address, contact numbers, and website.
- Pop in your company VAT number (if your business is registered).
4. Update the banking details (account name, bank name, account number, and branch code) so guests know exactly where to pay.
5. Add your specific cancellation policies or terms and conditions.
A quick tip to keep things running smoothly:
You will notice some hidden codes (called "bookmarks" or "defined names") on the spreadsheet. Our system needs at least 8 of these specific bookmarks to pull the correct guest information from NightsBridge into your invoice.
Feel free to change the design, but please be careful not to delete these invisible links!
More info on these specific is available in this downloadable doc.
Step 3: Save your masterpiece
Save the document. DO NOT click on 'Save As' because the template is already stored in the folder connected to your calendar.
Do not click on 'Save As':
- ✔️ Clicking 'Save' updates the existing template already stored in the correct folder on your computer.
- ❌ Clicking 'Save as' will create a new template and we don't want this to avoid errors on your calendar.
- Click on the 'Save' button.
If you're using the file menu, select 'Save' from the menu.
