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Where do I find it?
Account > Templates > PDF Templates > Booking invoice
What does it mean?
The Booking invoice template is the essential framework that defines the appearance, structure, and legal content of every invoice and credit note issued for your B2B bank transfer payments.
By configuring this template, you ensure that all financial documents are professional, legally compliant, and provide your clients with accurate payment instructions. This setup allows the system to seamlessly combine your fixed legal details with the dynamic booking information (prices, products, customer names) every time an invoice is issued.
To successfully set up your template, please follow the detailed steps below.
What should I do?
Template setup
This process involves entering all required static attributes, such as your company's full legal/sender information, your official bank account details, and any necessary payment instructions (e.g., 'Please include the invoice number as the payment reference').
To implement these changes, follow these steps:
Access the Booking invoice template by navigating to Account > Templates > PDF Templates.
Navigate to the Attributes tab, found under the ‘Text body’ editor.
Scroll down to the bottom of the template and edit the designated area on the bottom left side.
To help you easily identify and modify specific areas of your template during editing you can use the highlight tool. Highlighting functions require the underlying block structure of the template to be visible.
Navigate to the View menu within the template editor and select Show Blocks.
The editor will now visually outline every block element (e.g., paragraphs, divisions, and sections) in the template. Click on any outlined area to select the specific block you wish to modify.
Once you have enabled block selection and chosen a target block, you can use the new highlight tool to apply a colour.
Click the Bucket icon to instantly fill the block with the default color.
Click the Highlight Color Picker to open the colour selection tool.
Choose your custom colour and click Apply.
After applying a highlight, the selected block will become visibly coloured in the editor. This makes it significantly easier to navigate, locate, and focus on specific areas of the template that require further editing or customisation before finalising the design.
You may repeat the selection and highlighting process (Steps e and f) for all blocks within the template that you wish to visually mark.
Once complete, click Save to apply your changes.
Payment due days
This dictates the payment deadline that appears on every generated invoice.
The default payment term for invoices is 30 days. If your business requires a different value, please contact our Support team or your dedicated Customer Success Manager to request this configuration change.