Difference between revisions of "Templates"

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Templates are very important as they allow the creation of personalized invoices, email confirmations , registration cards, folio etc.
+
With templates you can adjust and personalize the view of the following:
  
−
They include a layout and some sort of fields that are automatically populated by the system.
+
* e-mails about reservations (confirmation e-mail, instructions on how to get to the property, "thank you" e-mail etc.)
 +
* Invoices (including receipts, payment receipts, credit invoices)
 +
* Registration card (including similar forms, such as the ones for police authorities)
 +
* Folio
 +
* ...
  
−
So, a user has the idea that the email sent to him is personalized and written manually while, in reality, it is composed automatically by the system.
+
== Accessing Templates==
  
 +
Accessing templates can be done through:
  
−
==View Templates==
+
'''Options⇒ Settings⇒ Templates'''
−
 
 
−
Accessing templates can be done through: '''Options⇒ Settings⇒ Templates'''
 
  
 
[[File:tem_list_en.png]]
 
[[File:tem_list_en.png]]
Line 14: Line 17:
 
In this list, there are some templates already registered  by the system. The type of the template is displayed in the 3rd column '''("Type")'''.
 
In this list, there are some templates already registered  by the system. The type of the template is displayed in the 3rd column '''("Type")'''.
  
−
'''New template:''' It is used for creating a new template .
+
'''New template:''' Is used for creating a new template.
 +
 
 +
'''Show filter:''' Is used for searching templates in the list, using the available filters.
 +
 
 +
== Creating a New Template ==
 +
A new template can be created by following these steps:
 +
 
 +
''' Options⇒ Settings⇒ Templates⇒ New template'''
 +
 
 +
[[File:tem_new_en.png]]
 +
 
 +
'''1. Title:''' The name of the template should be inserted in this field.
 +
 
 +
'''2. Template type :''' It defines what kind of template will be created. Further details are included in the table below. 
 +
 
 +
'''3. Language:''' The correct selection of the language ensures that the recipient of the template (invoice, email etc) will understand the content.
 +
 
 +
'''4. Subject:''' It is valid only in case that a template is used for emails, e.g. "thank you for your stay" etc.
  
−
'''Show filter:''' It is used for searching templates in the list, using the available filters.
+
'''5. Content:''' This is the main part of the template. Formatting is possible using the standard formatting buttons like included in Microsoft Word. If the view is limited, the button "full screen" shows a larger view.
  
−
==Creating Templates==
+
'''6. Ok:''' To save the registration.
−
A new template can be created by following the steps: ''' Options⇒ Settings⇒ Templates⇒ New template'''
 
  
−
{| class="wikitable" style="float:right; margin-left: 10px;"
+
{| class="wikitable"  
 
! colspan="2" style="text-align: center;" | Template Types
 
! colspan="2" style="text-align: center;" | Template Types
 
|-
 
|-
 
| Reservation
 
| Reservation
−
| This is related to a reservation and it is included in the tab
+
| It is related to a reservation and it is used for emails e.g. confirmation of the reservation,"thank you" e-mail,
−
 
+
−
of emails e.g. confirmation of the reservation, "thank you" e-mail,
 
−
 
 
 
instructions how to come to the hotel etc.
 
instructions how to come to the hotel etc.
 +
|-
 +
| Reservation cancellation
 +
| It is related to a reservation and it is used for emails e.g. confirmation of the cancelled reservation, instructions on deposit refunds etc.
 
|-
 
|-
 
| Invoice
 
| Invoice
−
| This is a standard layout with fields that should include specific
+
| This is a standard layout with fields that should include specific information for invoicing, e.g. the counter,customer's billing  
−
 
 
−
information for invoicing, e.g. the counter, customer's billing
 
  
 
information, various taxes applied etc.
 
information, various taxes applied etc.
 
|-
 
|-
 
| Receipt
 
| Receipt
−
| This is a similar concept to invoice but used only in Greece.
+
| This is a similar concept to invoice but used only in Greece.  
−
 
 
−
It does not apply to other countries.
 
 
|-
 
|-
 
| Payment receipt
 
| Payment receipt
−
| This is a similar concept to invoice but used only in Greece.
+
| This is a similar concept to invoice but used only in Greece.  
−
 
+
|-
−
It does not apply to other countries.
+
| Tax receipt
 +
| This is a similar concept to invoice but used only in Greece for issuing tourism taxes (enviromental tax).  
 
|-
 
|-
 
| Reservation request
 
| Reservation request
−
| This is the e-mail template that comes from the booking engine.
+
| This is related to the e-mail that is automatically generated by the booking engine. It is called "request" because the reservations coming from the
  
−
It is called "request" because the reservations coming from the
+
booking engine have to be confirmed by the hotelier or the property manager first.
−
 
 
−
booking engine have to be confirmed by the hotelier or the property
 
−
 
 
−
manager.
 
 
|-
 
|-
 
| Registration card
 
| Registration card
−
| This is a kind of form given to the customer to sign and accept
+
| This is a kind of form given to the customer to sign and accept the terms of the property e.g. any damage takes place, the customer
−
 
 
−
the terms of the property e.g. any damage takes place, the customer
 
  
 
is liable for.
 
is liable for.
 
|-
 
|-
 
| Credit invoice
 
| Credit invoice
−
| It belongs to the invoicing documents used to credit or return
+
| It belongs to the invoicing documents used to credit or return money to the customer.
−
 
+
|-
−
money to the customer.
+
| Credit receipt
 +
| This is a similar concept to credit invoice but used only in Greece. It does not apply to other countries.
 
|-
 
|-
 
| Folio
 
| Folio
−
| It is a hotel business term that includes the total amount of the
+
| It is a hotel business term that includes the total amount of the charges that a customer should pay so far. It is like a proforma
−
 
 
−
charges that a customer should pay so far. It is like a proforma invoice.
 
−
 
 
−
 
−
For example, a customer has scheduled to stay in a hotel for
 
  
−
10 nights and the 5th one he wants to know what is the total
+
invoice. For example, a customer has scheduled to stay in a hotel for 10 nights and the 5th one he wants to know what is the total  
  
−
amount he owes for extra charges, minibar etc.  
+
amount he owes for extra charges, minibar etc. This template will include these charges.
−
 
 
−
This template will include these charges.
 
 
|}
 
|}
  
−
[[File:tem_new_en.png]]
+
==Use of Templates==
  
−
'''1. Title:''' It helps to understand and remember what the template is about.
+
===Templates Related to Reservations===
  
−
'''2. Template type *:''' It defines what kind of template will be created.  
+
====Reservation====
 +
[[File:tem_res_email_en.png]]
  
−
'''3. Language:''' The correct selection of the language ensures that the recipient of the template (invoice, email etc) will understand the content.
+
All the "reservation" templates are included in the tab "E-mail" of a reservation window.
  
−
'''4. Subject:''' It is valid only in case that a template concerns an email, e.g. "thank you for your stay" etc.
+
When one of them is selected, it is automatically populated by the system with data like the name, address etc.
  
−
'''5. Content:''' This is the main part of the template. Formatting is possible using the standard formatting buttons like included in Microsoft Word.  
+
====Registration Card====
 +
[[File:Tem res reg card en.png]]
  
−
If view is limited, the button "full screen" can provide a larger one.
+
After clicking the '''"registration card"''' button the following window opens.
  
−
'''6. Ok:''' Save the entry.
+
[[File:Tem res reg card 2 en.png]]
  
 +
All the "registration card" templates are included in this drop-down list.
 +
When one of them is selected, it is automatically populated by the system with the predefined data.
  
 +
====Folio====
 +
[[File:Tem res folio en.png]]
  
 +
After clicking the "folio" button the following window opens.
  
 +
MISSING PHOTO
  
−
==Use of Templates==
+
All the "folio" templates are included in this drop-down list. When one of them is selected, it is automatically populated by the system with the predefined data.
  
−
===Templates Related to Reservations===
+
''real folio at the end of the presentation''
  
 
====Reservation request====
 
====Reservation request====
Line 117: Line 130:
 
[[File:Tem be en.png]]
 
[[File:Tem be en.png]]
  
−
Every activated language can be connected to various templates. In the example, only the English language is activated.
+
Every activated language can be connected to various templates. In the example, only the English language is activated, so the respective templates are appeared.
 +
 
 +
===Templates Related to Invoicing===
 +
The "invoice", "credit invoice" and "receipt" are related to invoicing.
 +
 
 +
At this step of the invoicing procedure, the system requests the template to be defined.
 +
 
 +
[[File:Tem credit 1 en.png]]
 +
 
 +
When the template is selected from the drop-down list, it is automatically populated by the system with the predefined data.
 +
 
 +
===Templates Related to Payments===
 +
 
 +
[[File:tem_res_rec_en.png]]
 +
 
 +
In the tab '''"Payments"''', a payment should be selected '''(1)''' and then the '''"2. Receipt"''' button should be clicked.
 +
 
 +
[[File:tem_res_rec_2_en.png]]
  
−
====Reservation====
+
In this window the system requests the template to be defined.
−
[[File:tem_res_email_en.png]]
+
 
 +
When a template is selected, it is automatically populated by the system with data like the name, address etc.
 +
 
 +
This receipt has no legal validity. It is just a proof of receiving money.
 +
 
 +
==How to Edit the Content of a Template==
 +
The formatting of the template content is possible by using the tools given by the system.
 +
 
 +
First of all, there are the standard formatting buttons -like included in Microsoft Word- that allow, for example the letters to be bold, the alignment in the center etc. If a user feels comfortable with HTML code, then he/she can go to '''View ⇒ Source Code''' and make any change in the window that opens.
 +
 
 +
[[File:Source code.png|600px]]
 +
 
 +
By clicking "Ok" the changes are reflected directly to the template content.
 +
 
 +
[[File:Source code code.png|600px]]
 +
 
 +
 
 +
Every template type has its own family or set of fields that allow the system to retrieve the information needed depending on the case.
 +
 
 +
For example, in a reservation e-mail, if it is typed:
 +
 
 +
:"Dear Mr. '''<nowiki>{{firstname}} {{lastname}}</nowiki>''', your reservation is confirmed."
 +
 
 +
the result can be:
 +
 
 +
:"Dear Mr. '''Michael Willson''', your reservation is confirmed"
 +
 
 +
Sometimes, a field can have '''nested''' fields. If a field is followed by a block surrounded with '''curly braces''' ( '''{...}''' ), then, it has nested fields.
 +
 
 +
In order to access a nested field, dot (.) notation should be used, like in the example below:
 +
 
 +
:"Dear Mr. '''<nowiki>{{customer.firstname}} {{customer.lastname}}</nowiki>''', your reservation is confirmed."
 +
 
 +
A field can also represent an array. If a field's name is followed by '''double brackets''', then it is an array of set of other fields, which are listed in the following block denoted by curly braces.
 +
 
 +
In such cases, we have to use the index and access the '''set of fields'''. Example is given below for accessing price of reservation for Folio.
 +
 
 +
:"Price of the reservation is '''{{reservations[0].price}}'''"
 +
 
 +
Note, that every field is followed by a semicolon and the self-description, except for the ones with nested fields.
 +
 
 +
There are two sets of reservation fields, depending on whether the reservation is single or it's part of a group of reservations:
 +
 
 +
=== Reservation (Single) ===
  
−
In the tab "E-mail", are included all the "reservation" templates.
+
{| class="wikitable"
−
When one of them is selected, it is automatically populated by the system with data like the name, address etc.
+
! field
 +
! is populated with
 +
|-
 +
| <nowiki>{{ reservationId }}</nowiki>
 +
| the hoteliga reservation ID, e.g. 2325
 +
|-
 +
| <nowiki>{{ lastname }}</nowiki>
 +
| the last name of the customer, e.g. "Willson"
 +
|-
 +
| <nowiki>{{ firstname }}</nowiki>
 +
| the first name of the customer, e.g. "Michael"
 +
|-
 +
| <nowiki>{{ datefrom }}</nowiki>
 +
| the arrival date of the reservation, e.g. 24/08/2017. Date formatting will follow regional settings
 +
|-
 +
| <nowiki>{{ dateto }}</nowiki>
 +
| the departure date of the reservation, e.g. 31/08/2017. Date formatting will follow regional settings
 +
|-
 +
| <nowiki>{{ nights }}</nowiki>
 +
| the number of the total nights registered in the reservation, e.g. 7
 +
|-
 +
| <nowiki>{{ adults }}</nowiki>
 +
| the number of the adults registered in the reservation, e.g. 2
 +
|-
 +
| <nowiki>{{ children }}</nowiki>
 +
| the number of the children registered in the reservation, e.g. 2
 +
|-
 +
| <nowiki>{{ board }}</nowiki>
 +
| the localized description of the board, based on the template language
 +
|-
 +
| <nowiki>{{ totalprice }}</nowiki>
 +
| the total price of the reservation in the property's currency, e.g. 448,00 EUR
 +
|-
 +
| <nowiki>{{ balance }}</nowiki>
 +
| the balance of the reservation in the property's currency, e.g. 368,00 EUR
 +
|-
 +
| <nowiki>{{ roomtype }}</nowiki>
 +
| the title of the room type, based on the template language
 +
|-
 +
| <nowiki>{{ roomtitle }}</nowiki>
 +
| the title of the room
 +
|-
 +
| <nowiki>{{ notes }}</nowiki>
 +
| notes about the reservation
 +
|-
 +
| <nowiki>{{ customernotes }}</nowiki>
 +
| notes about the customer
 +
|-
 +
| <nowiki>{{ bookingagencytitle }}</nowiki>
 +
| the title of the booking agency
 +
|-
 +
| <nowiki>{{ bookingagencycode }}</nowiki>
 +
| the booking agency code
 +
|-
 +
| <nowiki>{{ allPlannedPayments }}</nowiki>
 +
| the list of all planned payments in the reservation
 +
|-
 +
| <nowiki>{{ totalPlannedPayments }}</nowiki>
 +
| the total amount of the planned payments in the reservation
 +
|}
  
−
====Registration Card====
+
=== Reservation (Group) ===
−
[[File:Tem res reg card en.png]]
 
  
−
After clicking the '''"registration card"''' button the following window opens.
+
{| class="wikitable"
 +
! field
 +
! is populated with
 +
|-
 +
| <nowiki>{{ lastname }}</nowiki>
 +
| the last name of the customer, e.g. "Willson"
 +
|-
 +
| <nowiki>{{ firstname }}</nowiki>
 +
| the first name of the customer, e.g. "Michael"
 +
|-
 +
| <nowiki>{{ customernotes }}</nowiki>
 +
| ...
 +
|-
 +
| <nowiki>{{ bookingagencytitle }}</nowiki>
 +
| ...
 +
|-
 +
| <nowiki>{{ bookingagencycode }}</nowiki>
 +
| ...
 +
|-
 +
| <nowiki>{{ totalpricegroup }}</nowiki>
 +
| ...
 +
|-
 +
| <nowiki>{{ balancegroup }}</nowiki>
 +
| ...
 +
|-
 +
| <nowiki>{{ reservations }}</nowiki>
 +
| ...
 +
|-
 +
| <nowiki>{{ allPlannedPayments }}</nowiki>
 +
| the list of all planned payments in the group
 +
|-
 +
| <nowiki>{{ totalPlannedPayments }}</nowiki>
 +
| the total amount of the planned payments in the group
 +
|}
  
−
[[File:Tem res reg card 2 en.png]]
+
===Invoice===
 +
{| class="wikitable"
 +
! parent object
 +
! parent object
 +
! field
 +
! it is populated with
 +
|-
 +
| lines
 +
|
 +
| <nowiki>{{ netSubtotal }}</nowiki>
 +
| the net amount of the subtotal formatted with currency code
 +
|-
 +
| lines
 +
|
 +
| <nowiki> {{ netSubtotalCurrency }}</nowiki>
 +
|
 +
|-
 +
| lines
 +
|
 +
| <nowiki>{{ grossSubtotal }}</nowiki>
 +
| the gross amount of the subtotal formatted with currency code
 +
|-
 +
| lines
 +
|
 +
| <nowiki>{{ grossSubtotalCurrency }}</nowiki>
 +
|
 +
|-
 +
| lines
 +
|
 +
| <nowiki>{{ serviceStart }}</nowiki>
 +
| starting day of reservation for that particular line of invoice
 +
|-
 +
| lines
 +
|
 +
| <nowiki>{{ serviceEnd }}</nowiki>
 +
| ending day of reservation for that particular line of invoice
 +
|-
 +
| lines
 +
|
 +
| <nowiki>{{ serviceDuration }}</nowiki>
 +
| duration of reservation for that particular line of invoice
 +
|-
 +
| lines
 +
|
 +
| <nowiki>{{ itemType }}</nowiki>
 +
|
 +
|-
 +
| lines
 +
|
 +
| <nowiki>{{ numAdults }}</nowiki>
 +
| number of adults for this particular line of invoice
 +
|-
 +
| lines
 +
|
 +
| <nowiki>{{ numChildren }}</nowiki>
 +
| number of children for this particular line of invoice
 +
|-
 +
| lines
 +
|
 +
| <nowiki>{{ quantity }}</nowiki>
 +
| number of days or items for this particular line of invoice
 +
|-
 +
| lines
 +
|
 +
| <nowiki>{{ itemDescription }}</nowiki>
 +
|
 +
|-
 +
| lines
 +
|
 +
| <nowiki>{{ grossUnitPrice }}</nowiki>
 +
| gross price of the item
 +
|-
 +
| lines
 +
|
 +
| <nowiki>{{ grossUnitPriceCurrency  }}</nowiki>
 +
|
 +
|-
 +
| lines
 +
|
 +
| <nowiki>{{ netUnitPrice }}</nowiki>
 +
| net price of the item
 +
|-
 +
| lines
 +
|
 +
| <nowiki>{{ netUnitPriceCurrency }}</nowiki>
 +
|
 +
|-
 +
| lines
 +
| taxes
 +
| <nowiki>{{ percentage }}</nowiki>
 +
| amount of tax in percentage
 +
|-
 +
| lines
 +
| taxes
 +
| <nowiki>{{ amount}}</nowiki>
 +
|
 +
|-
 +
| lines
 +
| taxes
 +
| <nowiki>{{ amountCurrency }}</nowiki>
 +
|
 +
|-
 +
| lines
 +
| taxes
 +
| <nowiki>{{ breakdown  }}</nowiki>
 +
|
 +
|-
 +
| lines
 +
| taxes
 +
| <nowiki>{{ rawAmount }}</nowiki>
 +
|
 +
|-
 +
| lines
 +
|
 +
| <nowiki>{{ netSubtotalRaw }}</nowiki>
 +
|
 +
|-
 +
| lines
 +
|
 +
| <nowiki>{{ reservationId }}</nowiki>
 +
| Id of the reservation
 +
|-
 +
|
 +
|
 +
| <nowiki>{{ totalNumAdults }}</nowiki>
 +
| the total number of adults in the reservation
 +
|-
 +
|
 +
|
 +
| <nowiki>{{ totalNumChildren }}</nowiki>
 +
| the total number of children in the reservation
 +
|-
 +
|
 +
|
 +
| <nowiki>{{ totalNumPersons }}</nowiki>
 +
| the total number of persons in the reservation
 +
|-
 +
|
 +
|
 +
| <nowiki>{{ totalNet }}</nowiki>
 +
| net amount of reservation
 +
|-
 +
|
 +
|
 +
| <nowiki>{{ totalNetCurrency }}</nowiki>
 +
|
 +
|-
 +
|
 +
|
 +
| <nowiki>{{ totalGross }}</nowiki>
 +
| gross amount of reservation
 +
|-
 +
|
 +
|
 +
| <nowiki>{{ totalGrossCurrency }}</nowiki>
 +
|
 +
|-
 +
|
 +
|
 +
| <nowiki>{{ totalGrossBefore }}</nowiki>
 +
|
 +
|-
 +
|
 +
|
 +
| <nowiki>{{ totalGrossBeforeCurrency }}</nowiki>
 +
|
 +
|-
 +
|
 +
|
 +
| <nowiki>{{ totalUninvoicedPayments }}</nowiki>
 +
|
 +
|-
 +
|
 +
|
 +
| <nowiki>{{ totalUninvoicedPaymentsCurrency }}</nowiki>
 +
|
 +
|-
 +
|
 +
|
 +
| <nowiki>{{ remainingBalance }}</nowiki>
 +
|
 +
|-
 +
|
 +
|
 +
| <nowiki>{{ remainingBalanceCurrency }}</nowiki>
 +
|
 +
|-
 +
|
 +
|
 +
| <nowiki>{{ extraTaxes }}</nowiki>
 +
|
 +
|-
 +
| totalTaxes
 +
|
 +
| <nowiki>{{ percentage }}</nowiki>
 +
|
 +
|-
 +
| totalTaxes
 +
|
 +
| <nowiki>{{ amount }}</nowiki>
 +
|
 +
|-
 +
| totalTaxes
 +
|
 +
| <nowiki>{{ amountCurrency }}</nowiki>
 +
|
 +
|-
 +
| totalTaxes
 +
|
 +
| <nowiki>{{ title }}</nowiki>
 +
|
 +
|-
 +
| totalTaxes
 +
|
 +
| <nowiki>{{ breakdown }}</nowiki>
 +
|
 +
|-
 +
| totalTaxes
 +
|
 +
| <nowiki>{{ rawAmount }}</nowiki>
 +
|
 +
|-
 +
|
 +
|
 +
| <nowiki>{{ totalTax }}</nowiki>
 +
|
 +
|-
 +
|
 +
|
 +
| <nowiki>{{ totalTaxCurrency }}</nowiki>
 +
|
 +
|-
 +
|
 +
|
 +
| <nowiki>{{ date }}</nowiki>
 +
|
 +
|-
 +
|
 +
|
 +
| <nowiki>{{ number }}</nowiki>
 +
|
 +
|-
 +
|
 +
|
 +
| <nowiki>{{ numbervalue }}</nowiki>
 +
|
 +
|-
 +
|
 +
|
 +
| <nowiki>{{ series }}</nowiki>
 +
|
 +
|-
 +
|
 +
|
 +
| <nowiki>{{ lastname }}</nowiki>
 +
|
 +
|-
 +
|
 +
|
 +
| <nowiki>{{ firstname }}</nowiki>
 +
|
 +
|-
 +
|
 +
|
 +
| <nowiki>{{ taxid }}</nowiki>
 +
|
 +
|-
 +
|
 +
|
 +
| <nowiki>{{ taxid2 }}</nowiki>
 +
|
 +
|-
 +
|
 +
|
 +
| <nowiki>{{ occupation }}</nowiki>
 +
|
 +
|-
 +
|
 +
|
 +
| <nowiki>{{ address1 }}</nowiki>
 +
|
 +
|-
 +
|
 +
|
 +
| <nowiki>{{ address2 }}</nowiki>
 +
|
 +
|-
 +
|
 +
|
 +
| <nowiki>{{ city }}</nowiki>
 +
|
 +
|-
 +
|
 +
|
 +
| <nowiki>{{ zip }}</nowiki>
 +
|
 +
|-
 +
|
 +
|
 +
| <nowiki>{{ country }}</nowiki>
 +
|
 +
|-
 +
|
 +
|
 +
| <nowiki>{{ rooms }}</nowiki>
 +
|
 +
|-
 +
|
 +
|
 +
| <nowiki>{{ notes }}</nowiki>
 +
|
 +
|-
 +
|
 +
|
 +
| <nowiki>{{ bookingAgencyReferenceCodes }}</nowiki>
 +
|
 +
|-
 +
|
 +
|
 +
| <nowiki>{{ guests }}</nowiki>
 +
|
 +
|-
 +
|
 +
|
 +
| <nowiki>{{ stayFrom }}</nowiki>
 +
|
 +
|-
 +
|
 +
|
 +
| <nowiki>{{ stayTo }}</nowiki>
 +
|
 +
|}
  
−
The appropriate template should be selected and then be printed.
+
===Registration Card===
  
−
====Folio====
+
{| class="wikitable"
−
[[File:Tem res folio en.png]]
+
! parent object
 +
! field
 +
! it is populated with
 +
|-
 +
|
 +
| <nowiki> {{ todayDateEspanol }} </nowiki>
 +
|
 +
|-
 +
|
 +
| <nowiki> {{ todayHourEspanol }} </nowiki>
 +
|
 +
|-
 +
|
 +
| <nowiki> {{ hotelInternationalTitle }} </nowiki>
 +
|
 +
|-
 +
|
 +
| <nowiki> {{ hotelDomesticTitle }} </nowiki>
 +
|
 +
|-
 +
|
 +
| <nowiki> {{ reservationId }} </nowiki>
 +
| Id of the reservation
 +
|-
 +
|
 +
| <nowiki> {{ arrivalDate }} </nowiki>
 +
| date of arrival
 +
|-
 +
|
 +
| <nowiki> {{ departureDate }} </nowiki>
 +
| date of departure
 +
|-
 +
|
 +
| <nowiki> {{ numAdults }} </nowiki>
 +
| number of adults
 +
|-
 +
|
 +
| <nowiki> {{ numChildren }} </nowiki>
 +
| number of children
 +
|-
 +
|
 +
| <nowiki> {{ boardTitle }} </nowiki>
 +
|
 +
|-
 +
|
 +
| <nowiki> {{ bookingAgencyReferenceCode }} </nowiki>
 +
| reference code of the booking agency
 +
|-
 +
|
 +
| <nowiki> {{ bookingAgencyTitle }} </nowiki>
 +
| title of the booking agency
 +
|-
 +
|
 +
| <nowiki> {{ roomTitle }} </nowiki>
 +
| title of the room
 +
|-
 +
|
 +
| <nowiki> {{ roomTypeTitle }} </nowiki>
 +
| title of the room type
 +
|-
 +
|
 +
| <nowiki> {{ customerFirstName }} </nowiki>
 +
| first name of the customer
 +
|-
 +
|
 +
| <nowiki> {{ customerLastName }} </nowiki>
 +
| last name of the customer
 +
|-
 +
|
 +
| <nowiki> {{ reservationNotes }} </nowiki>
 +
| notes about reservation
 +
|-
 +
|
 +
| <nowiki> {{ customerTaxId }} </nowiki>
 +
| tax id of the customer
 +
|-
 +
|
 +
| <nowiki> {{ customerEmail }} </nowiki>
 +
| email of the customer
 +
|-
 +
|
 +
| <nowiki> {{ customerPhone }} </nowiki>
 +
| phone number of the customer
 +
|-
 +
|
 +
| <nowiki> {{ customerAddress }} </nowiki>
 +
| address of the customer
 +
|-
 +
|
 +
| <nowiki> {{ customerZipCode }} </nowiki>
 +
| zip code of the customer
 +
|-
 +
|
 +
| <nowiki> {{ customerCity }} </nowiki>
 +
| city of the customer
 +
|-
 +
|
 +
| <nowiki> {{ totalExtraTaxes }} </nowiki>
 +
| total amount of extra taxes
 +
|-
 +
|
 +
| <nowiki> {{ totalWithoutExtraTaxes }} </nowiki>
 +
| total amount without extra taxes
 +
|-
 +
|
 +
| <nowiki> {{ totalAgreedPrice }} </nowiki>
 +
|
 +
|-
 +
|
 +
| <nowiki> {{ totalPayments }} </nowiki>
 +
|
 +
|-
 +
|
 +
| <nowiki> {{ totalWithExtraTaxes }} </nowiki>
 +
| total amount with extra taxes
 +
|-
 +
|
 +
| <nowiki> {{ balance }} </nowiki>
 +
|
 +
|-
 +
|
 +
| <nowiki> {{ customerCountry }} </nowiki>
 +
| country of the customer
 +
|-
 +
|
 +
| <nowiki> {{ numGuests }} </nowiki>
 +
| number of guests
 +
|-
 +
|
 +
| <nowiki> {{ totalWithoutExtraTaxes }} </nowiki>
 +
| total amount without extra taxes
 +
|-
 +
| idDocTypes
 +
| <nowiki> {{ id }} </nowiki>
 +
| document type id
 +
|-
 +
| idDocTypes
 +
| <nowiki> {{ title }} </nowiki>
 +
| document type title
 +
|-
 +
| sexes
 +
| <nowiki> {{ id }} </nowiki>
 +
| sex id
 +
|-
 +
| sexes
 +
| <nowiki> {{ title }} </nowiki>
 +
| sex title
 +
|-
 +
| guests
 +
| <nowiki> {{ salutationId }} </nowiki>
 +
| salutation type id
 +
|-
 +
| guests
 +
| <nowiki> {{ salutation }} </nowiki>
 +
| salutation type
 +
|-
 +
| guests
 +
| <nowiki> {{ customerLastName }} </nowiki>
 +
| last name of the customer
 +
|-
 +
| guests
 +
| <nowiki> {{ customerLastName2 }} </nowiki>
 +
| middle name of the customer
 +
|-
 +
| guests
 +
| <nowiki> {{ customerFirstName }} </nowiki>
 +
| first name of the customer
 +
|-
 +
| guests
 +
| <nowiki> {{ lastName }} </nowiki>
 +
| last name
 +
|-
 +
| guests
 +
| <nowiki> {{ lastName2 }} </nowiki>
 +
| middle name
 +
|-
 +
| guests
 +
| <nowiki> {{ firstName }} </nowiki>
 +
| first name
 +
|-
 +
| guests
 +
| <nowiki> {{ dateOfBirth }} </nowiki>
 +
| date of birth
 +
|-
 +
| guests
 +
| <nowiki> {{ dateOfBirth2 }} </nowiki>
 +
|
 +
|-
 +
| guests
 +
| <nowiki> {{ nationalityCountryName }} </nowiki>
 +
|
 +
|-
 +
| guests
 +
| <nowiki> {{ idDocType }} </nowiki>
 +
| document type
 +
|-
 +
| guests
 +
| <nowiki> {{ idDocTypeEspana }} </nowiki>
 +
|
 +
|-
 +
| guests
 +
| <nowiki> {{ idDocNumber }} </nowiki>
 +
| document number
 +
|-
 +
| guests
 +
| <nowiki> {{ idDocTitle }} </nowiki>
 +
| document title
 +
|-
 +
| guests
 +
| <nowiki> {{ idDocIssueDate }} </nowiki>
 +
| document issue date
 +
|-
 +
| guests
 +
| <nowiki> {{ idDocIssueDate2 }} </nowiki>
 +
|
 +
|-
 +
| guests
 +
| <nowiki> {{ provinceName }} </nowiki>
 +
| name of the province
 +
|-
 +
| guests
 +
| <nowiki> {{ sex }} </nowiki>
 +
| sex
 +
|-
 +
| guests
 +
| <nowiki> {{ sex2 }} </nowiki>
 +
|
 +
|-
 +
| guests
 +
| <nowiki> {{ checkinDate }} </nowiki>
 +
| date of checking in
 +
|-
 +
| guests
 +
| <nowiki> {{ checkinDate2 }} </nowiki>
 +
|
 +
|-
 +
| guestPairs
 +
| <nowiki> {{ salutationId }} </nowiki>
 +
| salutation type id
 +
|-
 +
| guestPairs
 +
| <nowiki> {{ salutation }} </nowiki>
 +
| salutation type
 +
|-
 +
| guestPairs
 +
| <nowiki> {{ customerLastName }} </nowiki>
 +
| last name of the customer
 +
|-
 +
| guestPairs
 +
| <nowiki> {{ customerLastName2 }} </nowiki>
 +
| middle name of the customer
 +
|-
 +
| guestPairs
 +
| <nowiki> {{ customerFirstName }} </nowiki>
 +
| first name of the customer
 +
|-
 +
| guestPairs
 +
| <nowiki> {{ lastName }} </nowiki>
 +
| last name
 +
|-
 +
| guestPairs
 +
| <nowiki> {{ lastName2 }} </nowiki>
 +
| middle name
 +
|-
 +
| guestPairs
 +
| <nowiki> {{ firstName }} </nowiki>
 +
| first name
 +
|-
 +
| guestPairs
 +
| <nowiki> {{ dateOfBirth }} </nowiki>
 +
| date of birth
 +
|-
 +
| guestPairs
 +
| <nowiki> {{ dateOfBirth2 }} </nowiki>
 +
|
 +
|-
 +
| guestPairs
 +
| <nowiki> {{ nationalityCountryName }} </nowiki>
 +
|
 +
|-
 +
| guestPairs
 +
| <nowiki> {{ idDocType }} </nowiki>
 +
| document type
 +
|-
 +
| guestPairs
 +
| <nowiki> {{ idDocTypeEspana }} </nowiki>
 +
|
 +
|-
 +
| guestPairs
 +
| <nowiki> {{ idDocNumber }} </nowiki>
 +
| document number
 +
|-
 +
| guestPairs
 +
| <nowiki> {{ idDocTitle }} </nowiki>
 +
| document title
 +
|-
 +
| guestPairs
 +
| <nowiki> {{ idDocIssueDate }} </nowiki>
 +
| document issue date
 +
|-
 +
| guestPairs
 +
| <nowiki> {{ idDocIssueDate2 }} </nowiki>
 +
|
 +
|-
 +
| guestPairs
 +
| <nowiki> {{ provinceName }} </nowiki>
 +
| name of the province
 +
|-
 +
| guestPairs
 +
| <nowiki> {{ sex }} </nowiki>
 +
| sex
 +
|-
 +
| guestPairs
 +
| <nowiki> {{ sex2 }} </nowiki>
 +
|
 +
|-
 +
| guestPairs
 +
| <nowiki> {{ checkinDate }} </nowiki>
 +
| date of checking in
 +
|-
 +
| guestPairs
 +
| <nowiki> {{ checkinDate2 }} </nowiki>
 +
|
 +
|-
 +
|
 +
| <nowiki> {{ customerNotes }} </nowiki>
 +
| customer notes
 +
|}
  
−
Click on '''"Folio"'''.
+
===Folio===
 +
{
 +
:"printdate",
 +
:"customer" : {
 +
::"lastname" : "last name of the customer",
 +
::"firstname" : "first name of the customer",
 +
::"phone" : " ",
 +
::"mobile" : " ",
 +
::"email" : " ",
 +
::"address" : " "
 +
:},
 +
:"reservations" '''[ ]''' : {
 +
::"id" : " ",
 +
::"promocode" : " ",
 +
::"datefrom" : " ",
 +
::"dateto" : " ",
 +
::"roomtype" : " ",
 +
::"room" : " ",
 +
::"price" : " ",
 +
::"tax" : " ",
 +
::"pricewithtax" : " ",
 +
::"numnights" : " ",
 +
::"numadults" : " ",
 +
::"numchildren" : " ",
 +
::"numadultschildren" : " ",
 +
::"reservationdate" : " "
 +
:},
 +
:"roomcharges" '''[ ]''' : {
 +
::"date" : " ",
 +
::"description" : " ",
 +
::"reservationid" : " ",
 +
::"price" : " ",
 +
::"tax" : " ",
 +
::"pricewithtax" : " "
 +
:},
 +
:"roomchargestotals" : {
 +
::"price" : " ",
 +
::"tax" : " ",
 +
::"pricewithtax" : " "
 +
:},
 +
:"extrachargestotals" : {
 +
::"price" : " ",
 +
::"tax" : " ",
 +
::"pricewithtax" : " "
 +
:},
 +
:"paymentstotal" : " ",
 +
:"extracharges" '''[ ]''' : {
 +
::"date" : " ",
 +
::"description" : " ",
 +
::"Quantity" : " ",
 +
::"reservationid" : " ",
 +
::"price" : " ",
 +
::"tax" : " ",
 +
::"pricewithtax" : " ",
 +
::"notes" : " "
 +
:},
 +
:"payments" '''[ ]''' : {
 +
::"date" : " ",
 +
::"method" : " ",
 +
::"reservationid" : " ",
 +
::"amount" : " ",
 +
::"amountCurrency" : " ",
 +
::"notes" : " "
 +
:},
 +
:"balance" : " "
 +
}
  
−
real folio at the end of the presentation
+
===Tax Receipt===
  
 +
{| class="wikitable"
 +
! parent object
 +
! parent object
 +
! field
 +
! it is populated with
 +
|-
 +
| lines
 +
|
 +
| <nowiki> {{ netSubtotal }}</nowiki>
 +
| the net amount of the subtotal formatted with currency code
 +
|-
 +
| lines
 +
|
 +
| <nowiki> {{ netSubtotalCurrency }}</nowiki>
 +
| currency of the net subtotal
 +
|-
 +
| lines
 +
|
 +
| <nowiki> {{ grossSubtotal }}</nowiki>
 +
| the gross amount of the subtotal formatted with currency code
 +
|-
 +
| lines
 +
|
 +
| <nowiki> {{ grossSubtotalCurrency }}</nowiki>
 +
| currency of the gross subtotal
 +
|-
 +
| lines
 +
|
 +
| <nowiki> {{ serviceStart }}</nowiki>
 +
| starting day of reservation for that particular line of invoice
 +
|-
 +
| lines
 +
|
 +
| <nowiki> {{ serviceEnd }}</nowiki>
 +
| ending day of reservation for that particular line of invoice
 +
|-
 +
| lines
 +
|
 +
| <nowiki> {{ serviceDuration }}</nowiki>
 +
| duration of reservation for that particular line of invoice
 +
|-
 +
| lines
 +
|
 +
| <nowiki> {{ itemType }}</nowiki>
 +
|
 +
|-
 +
| lines
 +
|
 +
| <nowiki> {{ numAdults }}</nowiki>
 +
| number of adults
 +
|-
 +
| lines
 +
|
 +
| <nowiki> {{ numChildren }}</nowiki>
 +
| number of children
 +
|-
 +
| lines
 +
|
 +
| <nowiki> {{ quantity }}</nowiki>
 +
| number of days or items
 +
|-
 +
| lines
 +
|
 +
| <nowiki> {{ itemDescription }}</nowiki>
 +
|
 +
|-
 +
| lines
 +
|
 +
| <nowiki> {{ grossUnitPrice }}</nowiki>
 +
| gross price of the item
 +
|-
 +
| lines
 +
|
 +
| <nowiki> {{ grossUnitPriceCurrency }}</nowiki>
 +
| currency of the gross price
 +
|-
 +
| lines
 +
|
 +
| <nowiki> {{ netUnitPrice }}</nowiki>
 +
| net price of the item
 +
|-
 +
| lines
 +
|
 +
| <nowiki> {{ netUnitPriceCurrency }}</nowiki>
 +
| currency of the net price
 +
|-
 +
| lines
 +
|
 +
| <nowiki> {{ taxes }}</nowiki>
 +
|
 +
|-
 +
| lines
 +
|
 +
| <nowiki> {{ netSubtotalRaw }}</nowiki>
 +
|
 +
|-
 +
| lines
 +
|
 +
| <nowiki> {{ reservationId }}</nowiki>
 +
| Id of the reservation
 +
|-
 +
| lines
 +
|
 +
| <nowiki> {{ extraChargesNotes }}</nowiki>
 +
| notes about extra charges
 +
|-
 +
|
 +
|
 +
| <nowiki> {{ totalNumAdults }}</nowiki>
 +
| the total number of adults in the reservation
 +
|-
 +
|
 +
|
 +
| <nowiki> {{ totalNumChildren }}</nowiki>
 +
| the total number of children in the reservation
 +
|-
 +
|
 +
|
 +
| <nowiki> {{ totalNumPersons }}</nowiki>
 +
| the total number of persons in the reservation
 +
|-
 +
|
 +
|
 +
| <nowiki> {{ totalNet }}</nowiki>
 +
| net amount of reservation
 +
|-
 +
|
 +
|
 +
| <nowiki> {{ totalNetCurrency }}</nowiki>
 +
| currency of net amount of reservation
 +
|-
 +
|
 +
|
 +
| <nowiki> {{ totalGross }}</nowiki>
 +
| gross amount of reservation
 +
|-
 +
|
 +
|
 +
| <nowiki> {{ totalGrossCurrency }}</nowiki>
 +
| currency of the gross amount of reservation
 +
|-
 +
|
 +
|
 +
| <nowiki> {{ totalGrossBefore }}</nowiki>
 +
|
 +
|-
 +
|
 +
|
 +
| <nowiki> {{ totalGrossBeforeCurrency }}</nowiki>
 +
|
 +
|-
 +
|
 +
|
 +
| <nowiki> {{ totalUninvoicedPayments }}</nowiki>
 +
|
 +
|-
 +
|
 +
|
 +
| <nowiki> {{ totalUninvoicedPaymentsCurrency }}</nowiki>
 +
|
 +
|-
 +
|
 +
|
 +
| <nowiki> {{ remainingBalance }}</nowiki>
 +
| remaining balance
 +
|-
 +
|
 +
|
 +
| <nowiki> {{ remainingBalanceCurrency }}</nowiki>
 +
| currency of the remaining balance
 +
|-
 +
|
 +
|
 +
| <nowiki> {{ extraTaxes }}</nowiki>
 +
| extra amount of taxes
 +
|-
 +
|
 +
|
 +
| <nowiki> {{ totalTaxes }}</nowiki>
 +
| total amount of taxes
 +
|-
 +
|
 +
|
 +
| <nowiki> {{ totalTax }}</nowiki>
 +
| total amount of tax
 +
|-
 +
|
 +
|
 +
| <nowiki> {{ totalTaxCurrency }}</nowiki>
 +
| currency of the total amount of tax
 +
|-
 +
|
 +
|
 +
| <nowiki> {{ date }}</nowiki>
 +
|
 +
|-
 +
|
 +
|
 +
| <nowiki> {{ number }}</nowiki>
 +
|
 +
|-
 +
|
 +
|
 +
| <nowiki> {{ numbervalue }}</nowiki>
 +
|
 +
|-
 +
|
 +
|
 +
| <nowiki> {{ series }}</nowiki>
 +
|
 +
|-
 +
|
 +
|
 +
| <nowiki> {{ lastname }}</nowiki>
 +
|
 +
|-
 +
|
 +
|
 +
| <nowiki> {{ firstname }}</nowiki>
 +
|
 +
|-
 +
|
 +
|
 +
| <nowiki> {{ taxid }}</nowiki>
 +
|
 +
|-
 +
|
 +
|
 +
| <nowiki> {{ taxid2 }}</nowiki>
 +
|
 +
|-
 +
|
 +
|
 +
| <nowiki> {{ occupation }}</nowiki>
 +
|
 +
|-
 +
|
 +
|
 +
| <nowiki> {{ address1 }}</nowiki>
 +
|
 +
|-
 +
|
 +
|
 +
| <nowiki> {{ address2 }}</nowiki>
 +
|
 +
|-
 +
|
 +
|
 +
| <nowiki> {{ city }}</nowiki>
 +
|
 +
|-
 +
|
 +
|
 +
| <nowiki> {{ zip }}</nowiki>
 +
|
 +
|-
 +
|
 +
|
 +
| <nowiki> {{ country }}</nowiki>
 +
|
 +
|-
 +
|
 +
|
 +
| <nowiki> {{ rooms }}</nowiki>
 +
|
 +
|-
 +
|
 +
|
 +
| <nowiki> {{ notes }}</nowiki>
 +
|
 +
|-
 +
|
 +
|
 +
| <nowiki> {{ bookingAgencyReferenceCodes }}</nowiki>
 +
|
 +
|-
 +
|
 +
|
 +
| <nowiki> {{ guests }}</nowiki>
 +
|
 +
|-
 +
|
 +
|
 +
| <nowiki> {{ stayFrom }}</nowiki>
 +
|
 +
|-
 +
|
 +
|
 +
| <nowiki> {{ stayTo }}</nowiki>
 +
|
 +
|-
 +
|
 +
|
 +
| <nowiki> {{ referenceInvoiceNumber }}</nowiki>
 +
|
 +
|-
 +
|
 +
|
 +
| <nowiki> {{ referenceInvoiceIssueDate }}</nowiki>
 +
|
 +
|-
 +
|
 +
|
 +
| <nowiki> {{ invoiceNotes }}</nowiki>
 +
|
 +
|-
 +
|
 +
|
 +
| <nowiki> {{ paymentMethod }}</nowiki>
 +
|
 +
|-
 +
|
 +
| reservationNotes
 +
| <nowiki> {{ --- }}</nowiki>
 +
|
 +
|-
 +
|
 +
| payments
 +
| <nowiki> {{ --- }}</nowiki>
 +
|
 +
|-
 +
|
 +
|
 +
| <nowiki> {{ nights }}</nowiki>
 +
|
 +
|}
  
−
===Templates Related to Invoicing===
+
===Payment Receipt===
  
−
====Invoice ====
+
{| class="wikitable"
 +
! Field
 +
! it is populated with
 +
|-
 +
| <nowiki>{{date}}</nowiki>
 +
| the current date
 +
|-
 +
| <nowiki>{{number}}</nowiki>
 +
| the next available number of the payment receipt
 +
|-
 +
| <nowiki>{{numbervalue}}</nowiki>
 +
|
 +
|-
 +
| <nowiki>{{series}}</nowiki>
 +
|
 +
|-
 +
| <nowiki>{{lastname}}</nowiki>
 +
| the  last name of the customer included in the reservation
 +
|-
 +
| <nowiki>{{firstname}}</nowiki>
 +
| the first name of the customer included in the reservation
 +
|-
 +
| <nowiki>{{reservation.datefrom}}</nowiki>
 +
| the first date of the specific reservation.
 +
|-
 +
| <nowiki>{{reservation.dateto}}</nowiki>
 +
| the last date of the specific reservation.
 +
|-
 +
| <nowiki>{{reservation.nights}}</nowiki>
 +
| the nights included in the specific reservation
 +
|-
 +
| <nowiki>{{reservation.adults}}</nowiki>
 +
| the number of adults included in the specific reservation.
 +
|-
 +
| <nowiki>{{reservation.children}}</nowiki>
 +
| the number of children included in the specific reservation.
 +
|-
 +
| <nowiki>{{reservation.board}}</nowiki>
 +
|
 +
|-
 +
| <nowiki>{{reservation.notes}}</nowiki>
 +
| the reservation notes.
 +
|-
 +
| <nowiki>{{reservation.customernotes}}</nowiki>
 +
| the customer's notes included in the reservation.
 +
|-
 +
| <nowiki>{{reservation.totalprice}}</nowiki>
 +
| the total amount of the reservation.
 +
|-
 +
| <nowiki>{{reservation.roomtype}}</nowiki>
 +
| the type of the room, according to the types that are registered in the system.
 +
|-
 +
| <nowiki>{{amount}}</nowiki>
 +
| the amount of the payment.
 +
|-
 +
| <nowiki>{{paymentmethod}}</nowiki>
 +
| the payment method of the specific payment
 +
|-
 +
| <nowiki>{{notes}}</nowiki>
 +
| notes included in the payment
 +
|-
 +
| <nowiki>{{paymentdate}}</nowiki>
 +
| the date that the payment is registered
 +
|}
  
−
====Credit Invoice ====
+
== How to add your logo & company info to a template ==
  
  
  
 +
Open the template you want to update by clicking on it and set it in full screen from the following button (so you can edit it easier):
  
−
===Templates Related to Payments===
+
[[File:Unnamed.png|600px]]
  
−
====Receipt====
 
  
−
====Payment Receipt====
 
−
[[File:tem_res_rec_en.png]]
 
  
−
In the tab "payments", a payment should be selected '''(1)''' and then the '''"receipt"''' button '''(2)''' should be clicked, so that the next window opens:
+
To add the logo, you will need to click inside the document where you want to insert the logo.
  
−
[[File:tem_res_rec_2_en.png]]
+
Then select '''Insert ⇒ Insert Image'''
  
−
When one template is selected, it is automatically populated by the system with data like the name, address etc.
+
[[File:Insert image.png|600px]]
  
−
This receipt has no legal validity. It is just a proof of receiving money.
 
  
−
==Templates Related to Credit Invoicing==
 
  
−
'''Options⇒ Tools⇒ Reservations Invoicing⇒ Invoicing'''
+
In the '''Image list''' field, select the option '''Logo''' and press '''Ok'''.
  
−
[[File:Tem credit en.png]]
+
[[File:Logo insert.png|400px]]
  
−
At this step of invoicing, the credit invoice should be checked. Following the next steps, as described in Invoicing, the below window will appear, in which the respective templates will be available.
 
  
−
[[File:Tem credit 1 en.png]]
+
''In case you haven't uploaded the logo in the field '''Basic data''' click here for more information [[http://help.hoteliga.com/en/index.php/Property_Setup Property Setup]]''
  
  
  
 +
On the right of the content you can add your business details.
  
 +
[[File:Company info.png|600px]]
  
 +
You will need to repeat the above settings for each template you want to use.
  
 +
<pre style="color: blue">
 +
For Greek customers do not forget to include the QR code on your billing templates </pre>
  
  
−
==How to Edit a Template Using HTML code==
 
−
formatting is possible like making the letters Bold, align something in the center, std formatting buttons like included in Microsoft Word and if I am feeling comfortable with HTML code I can go to view- source code and do changes in the window that opens. clicking ok and any changes are reflected directly to the content of the template.
 
  
−
sophisticated fields
+
''For more information regarding the QR code please click here [[http://help.hoteliga.com/en/index.php/QR_code_myData QR code myData]]''
  
−
{{ }} include a field
+
== How to delete a template ==
 +
The templates you don't need can be deleted and the ones you want to use you can simply update the template '''Title''' to distinguish them from the rest.
  
−
every template type has its own family or set of fields .
+
[[File:Delete template.png|600px]]
  
 
==OLD CONTENT==
 
==OLD CONTENT==

Latest revision as of 11:53, 9 February 2024

With templates you can adjust and personalize the view of the following:

  • e-mails about reservations (confirmation e-mail, instructions on how to get to the property, "thank you" e-mail etc.)
  • Invoices (including receipts, payment receipts, credit invoices)
  • Registration card (including similar forms, such as the ones for police authorities)
  • Folio
  • ...

Accessing Templates

Accessing templates can be done through:

Options⇒ Settings⇒ Templates

Tem list en.png

In this list, there are some templates already registered by the system. The type of the template is displayed in the 3rd column ("Type").

New template: Is used for creating a new template.

Show filter: Is used for searching templates in the list, using the available filters.

Creating a New Template

A new template can be created by following these steps:

Options⇒ Settings⇒ Templates⇒ New template

Tem new en.png

1. Title: The name of the template should be inserted in this field.

2. Template type : It defines what kind of template will be created. Further details are included in the table below.

3. Language: The correct selection of the language ensures that the recipient of the template (invoice, email etc) will understand the content.

4. Subject: It is valid only in case that a template is used for emails, e.g. "thank you for your stay" etc.

5. Content: This is the main part of the template. Formatting is possible using the standard formatting buttons like included in Microsoft Word. If the view is limited, the button "full screen" shows a larger view.

6. Ok: To save the registration.

Template Types
Reservation It is related to a reservation and it is used for emails e.g. confirmation of the reservation,"thank you" e-mail,

instructions how to come to the hotel etc.

Reservation cancellation It is related to a reservation and it is used for emails e.g. confirmation of the cancelled reservation, instructions on deposit refunds etc.
Invoice This is a standard layout with fields that should include specific information for invoicing, e.g. the counter,customer's billing

information, various taxes applied etc.

Receipt This is a similar concept to invoice but used only in Greece.
Payment receipt This is a similar concept to invoice but used only in Greece.
Tax receipt This is a similar concept to invoice but used only in Greece for issuing tourism taxes (enviromental tax).
Reservation request This is related to the e-mail that is automatically generated by the booking engine. It is called "request" because the reservations coming from the

booking engine have to be confirmed by the hotelier or the property manager first.

Registration card This is a kind of form given to the customer to sign and accept the terms of the property e.g. any damage takes place, the customer

is liable for.

Credit invoice It belongs to the invoicing documents used to credit or return money to the customer.
Credit receipt This is a similar concept to credit invoice but used only in Greece. It does not apply to other countries.
Folio It is a hotel business term that includes the total amount of the charges that a customer should pay so far. It is like a proforma

invoice. For example, a customer has scheduled to stay in a hotel for 10 nights and the 5th one he wants to know what is the total

amount he owes for extra charges, minibar etc. This template will include these charges.

Use of Templates

Templates Related to Reservations

Reservation

Tem res email en.png

All the "reservation" templates are included in the tab "E-mail" of a reservation window.

When one of them is selected, it is automatically populated by the system with data like the name, address etc.

Registration Card

Tem res reg card en.png

After clicking the "registration card" button the following window opens.

Tem res reg card 2 en.png

All the "registration card" templates are included in this drop-down list. When one of them is selected, it is automatically populated by the system with the predefined data.

Folio

Tem res folio en.png

After clicking the "folio" button the following window opens.

MISSING PHOTO

All the "folio" templates are included in this drop-down list. When one of them is selected, it is automatically populated by the system with the predefined data.

real folio at the end of the presentation

Reservation request

The "reservation request" template type is used for the e-mails that are sent automatically by the Booking Engine.

They include the reservation information that is useful to the customers.

Options⇒ Booking Engine⇒ E-mail

Tem be en.png

Every activated language can be connected to various templates. In the example, only the English language is activated, so the respective templates are appeared.

Templates Related to Invoicing

The "invoice", "credit invoice" and "receipt" are related to invoicing.

At this step of the invoicing procedure, the system requests the template to be defined.

Tem credit 1 en.png

When the template is selected from the drop-down list, it is automatically populated by the system with the predefined data.

Templates Related to Payments

Tem res rec en.png

In the tab "Payments", a payment should be selected (1) and then the "2. Receipt" button should be clicked.

Tem res rec 2 en.png

In this window the system requests the template to be defined.

When a template is selected, it is automatically populated by the system with data like the name, address etc.

This receipt has no legal validity. It is just a proof of receiving money.

How to Edit the Content of a Template

The formatting of the template content is possible by using the tools given by the system.

First of all, there are the standard formatting buttons -like included in Microsoft Word- that allow, for example the letters to be bold, the alignment in the center etc. If a user feels comfortable with HTML code, then he/she can go to View ⇒ Source Code and make any change in the window that opens.

Source code.png

By clicking "Ok" the changes are reflected directly to the template content.

Source code code.png


Every template type has its own family or set of fields that allow the system to retrieve the information needed depending on the case.

For example, in a reservation e-mail, if it is typed:

"Dear Mr. {{firstname}} {{lastname}}, your reservation is confirmed."

the result can be:

"Dear Mr. Michael Willson, your reservation is confirmed"

Sometimes, a field can have nested fields. If a field is followed by a block surrounded with curly braces ( {...} ), then, it has nested fields.

In order to access a nested field, dot (.) notation should be used, like in the example below:

"Dear Mr. {{customer.firstname}} {{customer.lastname}}, your reservation is confirmed."

A field can also represent an array. If a field's name is followed by double brackets, then it is an array of set of other fields, which are listed in the following block denoted by curly braces.

In such cases, we have to use the index and access the set of fields. Example is given below for accessing price of reservation for Folio.

"Price of the reservation is {{reservations[0].price}}"

Note, that every field is followed by a semicolon and the self-description, except for the ones with nested fields.

There are two sets of reservation fields, depending on whether the reservation is single or it's part of a group of reservations:

Reservation (Single)

field is populated with
{{ reservationId }} the hoteliga reservation ID, e.g. 2325
{{ lastname }} the last name of the customer, e.g. "Willson"
{{ firstname }} the first name of the customer, e.g. "Michael"
{{ datefrom }} the arrival date of the reservation, e.g. 24/08/2017. Date formatting will follow regional settings
{{ dateto }} the departure date of the reservation, e.g. 31/08/2017. Date formatting will follow regional settings
{{ nights }} the number of the total nights registered in the reservation, e.g. 7
{{ adults }} the number of the adults registered in the reservation, e.g. 2
{{ children }} the number of the children registered in the reservation, e.g. 2
{{ board }} the localized description of the board, based on the template language
{{ totalprice }} the total price of the reservation in the property's currency, e.g. 448,00 EUR
{{ balance }} the balance of the reservation in the property's currency, e.g. 368,00 EUR
{{ roomtype }} the title of the room type, based on the template language
{{ roomtitle }} the title of the room
{{ notes }} notes about the reservation
{{ customernotes }} notes about the customer
{{ bookingagencytitle }} the title of the booking agency
{{ bookingagencycode }} the booking agency code
{{ allPlannedPayments }} the list of all planned payments in the reservation
{{ totalPlannedPayments }} the total amount of the planned payments in the reservation

Reservation (Group)

field is populated with
{{ lastname }} the last name of the customer, e.g. "Willson"
{{ firstname }} the first name of the customer, e.g. "Michael"
{{ customernotes }} ...
{{ bookingagencytitle }} ...
{{ bookingagencycode }} ...
{{ totalpricegroup }} ...
{{ balancegroup }} ...
{{ reservations }} ...
{{ allPlannedPayments }} the list of all planned payments in the group
{{ totalPlannedPayments }} the total amount of the planned payments in the group

Invoice

parent object parent object field it is populated with
lines {{ netSubtotal }} the net amount of the subtotal formatted with currency code
lines {{ netSubtotalCurrency }}
lines {{ grossSubtotal }} the gross amount of the subtotal formatted with currency code
lines {{ grossSubtotalCurrency }}
lines {{ serviceStart }} starting day of reservation for that particular line of invoice
lines {{ serviceEnd }} ending day of reservation for that particular line of invoice
lines {{ serviceDuration }} duration of reservation for that particular line of invoice
lines {{ itemType }}
lines {{ numAdults }} number of adults for this particular line of invoice
lines {{ numChildren }} number of children for this particular line of invoice
lines {{ quantity }} number of days or items for this particular line of invoice
lines {{ itemDescription }}
lines {{ grossUnitPrice }} gross price of the item
lines {{ grossUnitPriceCurrency }}
lines {{ netUnitPrice }} net price of the item
lines {{ netUnitPriceCurrency }}
lines taxes {{ percentage }} amount of tax in percentage
lines taxes {{ amount}}
lines taxes {{ amountCurrency }}
lines taxes {{ breakdown }}
lines taxes {{ rawAmount }}
lines {{ netSubtotalRaw }}
lines {{ reservationId }} Id of the reservation
{{ totalNumAdults }} the total number of adults in the reservation
{{ totalNumChildren }} the total number of children in the reservation
{{ totalNumPersons }} the total number of persons in the reservation
{{ totalNet }} net amount of reservation
{{ totalNetCurrency }}
{{ totalGross }} gross amount of reservation
{{ totalGrossCurrency }}
{{ totalGrossBefore }}
{{ totalGrossBeforeCurrency }}
{{ totalUninvoicedPayments }}
{{ totalUninvoicedPaymentsCurrency }}
{{ remainingBalance }}
{{ remainingBalanceCurrency }}
{{ extraTaxes }}
totalTaxes {{ percentage }}
totalTaxes {{ amount }}
totalTaxes {{ amountCurrency }}
totalTaxes {{ title }}
totalTaxes {{ breakdown }}
totalTaxes {{ rawAmount }}
{{ totalTax }}
{{ totalTaxCurrency }}
{{ date }}
{{ number }}
{{ numbervalue }}
{{ series }}
{{ lastname }}
{{ firstname }}
{{ taxid }}
{{ taxid2 }}
{{ occupation }}
{{ address1 }}
{{ address2 }}
{{ city }}
{{ zip }}
{{ country }}
{{ rooms }}
{{ notes }}
{{ bookingAgencyReferenceCodes }}
{{ guests }}
{{ stayFrom }}
{{ stayTo }}

Registration Card

parent object field it is populated with
{{ todayDateEspanol }}
{{ todayHourEspanol }}
{{ hotelInternationalTitle }}
{{ hotelDomesticTitle }}
{{ reservationId }} Id of the reservation
{{ arrivalDate }} date of arrival
{{ departureDate }} date of departure
{{ numAdults }} number of adults
{{ numChildren }} number of children
{{ boardTitle }}
{{ bookingAgencyReferenceCode }} reference code of the booking agency
{{ bookingAgencyTitle }} title of the booking agency
{{ roomTitle }} title of the room
{{ roomTypeTitle }} title of the room type
{{ customerFirstName }} first name of the customer
{{ customerLastName }} last name of the customer
{{ reservationNotes }} notes about reservation
{{ customerTaxId }} tax id of the customer
{{ customerEmail }} email of the customer
{{ customerPhone }} phone number of the customer
{{ customerAddress }} address of the customer
{{ customerZipCode }} zip code of the customer
{{ customerCity }} city of the customer
{{ totalExtraTaxes }} total amount of extra taxes
{{ totalWithoutExtraTaxes }} total amount without extra taxes
{{ totalAgreedPrice }}
{{ totalPayments }}
{{ totalWithExtraTaxes }} total amount with extra taxes
{{ balance }}
{{ customerCountry }} country of the customer
{{ numGuests }} number of guests
{{ totalWithoutExtraTaxes }} total amount without extra taxes
idDocTypes {{ id }} document type id
idDocTypes {{ title }} document type title
sexes {{ id }} sex id
sexes {{ title }} sex title
guests {{ salutationId }} salutation type id
guests {{ salutation }} salutation type
guests {{ customerLastName }} last name of the customer
guests {{ customerLastName2 }} middle name of the customer
guests {{ customerFirstName }} first name of the customer
guests {{ lastName }} last name
guests {{ lastName2 }} middle name
guests {{ firstName }} first name
guests {{ dateOfBirth }} date of birth
guests {{ dateOfBirth2 }}
guests {{ nationalityCountryName }}
guests {{ idDocType }} document type
guests {{ idDocTypeEspana }}
guests {{ idDocNumber }} document number
guests {{ idDocTitle }} document title
guests {{ idDocIssueDate }} document issue date
guests {{ idDocIssueDate2 }}
guests {{ provinceName }} name of the province
guests {{ sex }} sex
guests {{ sex2 }}
guests {{ checkinDate }} date of checking in
guests {{ checkinDate2 }}
guestPairs {{ salutationId }} salutation type id
guestPairs {{ salutation }} salutation type
guestPairs {{ customerLastName }} last name of the customer
guestPairs {{ customerLastName2 }} middle name of the customer
guestPairs {{ customerFirstName }} first name of the customer
guestPairs {{ lastName }} last name
guestPairs {{ lastName2 }} middle name
guestPairs {{ firstName }} first name
guestPairs {{ dateOfBirth }} date of birth
guestPairs {{ dateOfBirth2 }}
guestPairs {{ nationalityCountryName }}
guestPairs {{ idDocType }} document type
guestPairs {{ idDocTypeEspana }}
guestPairs {{ idDocNumber }} document number
guestPairs {{ idDocTitle }} document title
guestPairs {{ idDocIssueDate }} document issue date
guestPairs {{ idDocIssueDate2 }}
guestPairs {{ provinceName }} name of the province
guestPairs {{ sex }} sex
guestPairs {{ sex2 }}
guestPairs {{ checkinDate }} date of checking in
guestPairs {{ checkinDate2 }}
{{ customerNotes }} customer notes

Folio

{

"printdate",
"customer" : {
"lastname" : "last name of the customer",
"firstname" : "first name of the customer",
"phone" : " ",
"mobile" : " ",
"email" : " ",
"address" : " "
},
"reservations" [ ] : {
"id" : " ",
"promocode" : " ",
"datefrom" : " ",
"dateto" : " ",
"roomtype" : " ",
"room" : " ",
"price" : " ",
"tax" : " ",
"pricewithtax" : " ",
"numnights" : " ",
"numadults" : " ",
"numchildren" : " ",
"numadultschildren" : " ",
"reservationdate" : " "
},
"roomcharges" [ ] : {
"date" : " ",
"description" : " ",
"reservationid" : " ",
"price" : " ",
"tax" : " ",
"pricewithtax" : " "
},
"roomchargestotals" : {
"price" : " ",
"tax" : " ",
"pricewithtax" : " "
},
"extrachargestotals" : {
"price" : " ",
"tax" : " ",
"pricewithtax" : " "
},
"paymentstotal" : " ",
"extracharges" [ ] : {
"date" : " ",
"description" : " ",
"Quantity" : " ",
"reservationid" : " ",
"price" : " ",
"tax" : " ",
"pricewithtax" : " ",
"notes" : " "
},
"payments" [ ] : {
"date" : " ",
"method" : " ",
"reservationid" : " ",
"amount" : " ",
"amountCurrency" : " ",
"notes" : " "
},
"balance" : " "

}

Tax Receipt

parent object parent object field it is populated with
lines {{ netSubtotal }} the net amount of the subtotal formatted with currency code
lines {{ netSubtotalCurrency }} currency of the net subtotal
lines {{ grossSubtotal }} the gross amount of the subtotal formatted with currency code
lines {{ grossSubtotalCurrency }} currency of the gross subtotal
lines {{ serviceStart }} starting day of reservation for that particular line of invoice
lines {{ serviceEnd }} ending day of reservation for that particular line of invoice
lines {{ serviceDuration }} duration of reservation for that particular line of invoice
lines {{ itemType }}
lines {{ numAdults }} number of adults
lines {{ numChildren }} number of children
lines {{ quantity }} number of days or items
lines {{ itemDescription }}
lines {{ grossUnitPrice }} gross price of the item
lines {{ grossUnitPriceCurrency }} currency of the gross price
lines {{ netUnitPrice }} net price of the item
lines {{ netUnitPriceCurrency }} currency of the net price
lines {{ taxes }}
lines {{ netSubtotalRaw }}
lines {{ reservationId }} Id of the reservation
lines {{ extraChargesNotes }} notes about extra charges
{{ totalNumAdults }} the total number of adults in the reservation
{{ totalNumChildren }} the total number of children in the reservation
{{ totalNumPersons }} the total number of persons in the reservation
{{ totalNet }} net amount of reservation
{{ totalNetCurrency }} currency of net amount of reservation
{{ totalGross }} gross amount of reservation
{{ totalGrossCurrency }} currency of the gross amount of reservation
{{ totalGrossBefore }}
{{ totalGrossBeforeCurrency }}
{{ totalUninvoicedPayments }}
{{ totalUninvoicedPaymentsCurrency }}
{{ remainingBalance }} remaining balance
{{ remainingBalanceCurrency }} currency of the remaining balance
{{ extraTaxes }} extra amount of taxes
{{ totalTaxes }} total amount of taxes
{{ totalTax }} total amount of tax
{{ totalTaxCurrency }} currency of the total amount of tax
{{ date }}
{{ number }}
{{ numbervalue }}
{{ series }}
{{ lastname }}
{{ firstname }}
{{ taxid }}
{{ taxid2 }}
{{ occupation }}
{{ address1 }}
{{ address2 }}
{{ city }}
{{ zip }}
{{ country }}
{{ rooms }}
{{ notes }}
{{ bookingAgencyReferenceCodes }}
{{ guests }}
{{ stayFrom }}
{{ stayTo }}
{{ referenceInvoiceNumber }}
{{ referenceInvoiceIssueDate }}
{{ invoiceNotes }}
{{ paymentMethod }}
reservationNotes {{ --- }}
payments {{ --- }}
{{ nights }}

Payment Receipt

Field it is populated with
{{date}} the current date
{{number}} the next available number of the payment receipt
{{numbervalue}}
{{series}}
{{lastname}} the last name of the customer included in the reservation
{{firstname}} the first name of the customer included in the reservation
{{reservation.datefrom}} the first date of the specific reservation.
{{reservation.dateto}} the last date of the specific reservation.
{{reservation.nights}} the nights included in the specific reservation
{{reservation.adults}} the number of adults included in the specific reservation.
{{reservation.children}} the number of children included in the specific reservation.
{{reservation.board}}
{{reservation.notes}} the reservation notes.
{{reservation.customernotes}} the customer's notes included in the reservation.
{{reservation.totalprice}} the total amount of the reservation.
{{reservation.roomtype}} the type of the room, according to the types that are registered in the system.
{{amount}} the amount of the payment.
{{paymentmethod}} the payment method of the specific payment
{{notes}} notes included in the payment
{{paymentdate}} the date that the payment is registered

How to add your logo & company info to a template

Open the template you want to update by clicking on it and set it in full screen from the following button (so you can edit it easier):

Unnamed.png


To add the logo, you will need to click inside the document where you want to insert the logo.

Then select Insert ⇒ Insert Image

Insert image.png


In the Image list field, select the option Logo and press Ok.

Logo insert.png


In case you haven't uploaded the logo in the field Basic data click here for more information [Property Setup]


On the right of the content you can add your business details.

Company info.png

You will need to repeat the above settings for each template you want to use. 

For Greek customers do not forget to include the QR code on your billing templates


For more information regarding the QR code please click here [QR code myData]

How to delete a template

The templates you don't need can be deleted and the ones you want to use you can simply update the template Title to distinguish them from the rest.

Delete template.png

OLD CONTENT

You can easily create beautiful email templates in minutes.

You can create as many templates as you need e.g. 'Confirmation reservation' email, 'Thank you' email etc. and use these from inside the reservation to send dynamic emails to your customers. By using the dynamic emails feature you will save a lot of time in communications with your customers and you will improve customer loyalty.

Below you will find a range of variables that you can use inside the template. By using the variables, you can send relevant and personalized emails to your customers without the need of typing anything manually again and at the same time your emails look personalized as they dynamically generate all information related to your customers’ reservation.

We don't impose any design restrictions. Got the skills to roll your own email designs? You can create your own HTML template and paste it in templates. You do not know HTML or how to design an email? No worries, you can use the provided simple to use editor and just type in the text you want. To create dynamic email templates go to Settings-Templates and click the New template button.

NOTICE: Variables are case sensitive and should be used exactly as they are defined in the system. e.g. Template:Firstname. Below you will find all variables that can be used in email templates. Copy and paste them in your email templates.

Variables.png

Variables exam.png

Variables exam1.png

Variables exam2.png

Variables exam3.png

Variables exam4.png


HOW-TO's

  • How to make a small change in an existing template
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