How To Add Custom Text To Your Invoices

This article applies to PT.Transact+ only.

PT.Transact+'s invoices are awesome. Not only do they make it easy to send your clients summaries of their purchases, payments and sessions, they also ensure all your clients receive a consistent, fully-branded financial experience with your PT business.

What you may not know is that PT.Transact+ invoices allow you to automatically include any standard text you want at the top and bottom.

Here are some common examples of what trainers like include on their invoices:

  • 'Have a nice day'-type messages.
  • Fitness motivational quotes (e.g., "Good things come to those who sweat!").
  • Additional social media addresses (e.g., add your Instagram account address).
  • Bank account details for direct bank transfers.
  • Business tagline.
  • Specials for this month (e.g., "Sign up a friend and receive two free PT sessions").
  • And anything else you can think of!

Note the one thing in common with these examples- they don't change very often or at all. PT.Transact+ invoice headers & footers are great for including custom text that you want included on all invoices sent to clients. If there's text you want to appear only on a specific invoice and not on others, you should use the Invoice Notes feature.

Where Do Headers and Footers Appear?

Here is a sample illustration showing where the invoice header and footer appears on emailed invoices:

And here's where they appear on online invoices:

 

Customizing Your Invoice Headers & Footers

In PT.Transact+, tap the Menu button at the top-left of the screen, then select Settings. In Settings, tap Invoice Settings, then either Invoice Header Text or Invoice Footer Text.

As you might expect, anything you enter in Invoice Header Text appears at the top of invoices, and anything you enter in Invoice Footer Text appears at the bottom.

Simple Versus Styled Headers and Footers

In most cases, you will just want some plain, simple text to appear as your header or footer. For example, you might want your business tagline to appear on the invoice. So you could enter something as simple as "This is my tagline. There are many like it, but this one is mine." This will appear perfectly on your invoices.

However, PT.Transact+ lets you get a little fancy with your headers and footers by applying custom styling and layouts to the text.

The rest of this tutorial shows you how you can apply special styling to your invoice footer to make it look even more awesome.

Remember: if you don't care about the special styling, you can skip all the tag stuff that follows in this tutorial and simply type in the text you want.

 

Here's An Example Of A Styled Invoice Footer

For this tutorial, we're going to add bank account details to the bottom of invoices so our clients can pay via direct bank transfer using their Internet banking.

To further illustrate how flexible and cool PT.Transact+ Invoice Headers & Footers are, we're also going to include a special message to clients to 'Like' us on Facebook, complete with a tappable link which takes them directly to the Facebook page.

Tap on Invoice Footer Text to bring up the text editor.

Because PT.Transact+ invoices are HTML-based (that is, they're similar to web pages), you may need to use HTML notation depending on what you're entering. In most instances, the main thing you need to keep in mind is that if you want multiple lines in your text, you need to enter the HTML code for 'line break' at the end of each line.

At the end of each line after which you'd like a new line to begin, type in the code "<br>" (without the quotes). The <br> tag is a HTML tag that means 'line break', and this tells PT.Transact+ to start a new line after it.

Another common tag you may want to keep in mind is the "<b>" tag. This means 'bold text'. Bolding certain words can improve the appearance and clarity of your headers and footers. To bold text, you enter <b> at the start, and </b> at the end. For example, <b>This is Bold</b>.

Here is how your bank details might look using this tag (note the "<br>" and "<b>" tags):

Hint: there's no need to put in the <br> tag on the last line, as we don't need to add a new line after that.

See that bit of text near the end that points to Facebook? That's called a hyperlink tag, and means the client can tap on it and whatever web address you specify will be opened.

Here's a great reference of the standard HTML tags you can use.

Here's our custom invoice footer that you can copy-paste for your own use:

<b>Direct Bank Deposit:</b> <br>

<b>Bank Name:</b> Commonwealth Bank <br>

<b>BSB:</b> 112-222 <br> <b>Acct No:</b> 455550393 <br>

<br>

<b>Want Regular Fitness Tips?</b> <br>

Click <a href="https://facebook.com/pttransact">here</a> to 'Like' my Facebook and learn how to improve your healthy lifestyle.

 

The Result

Here's what the above example looks like in emailed invoices. Our bank account details and Facebook message appear at the bottom (the footer) of the invoice:

 

Confused?

If you have a specific invoice header or footer you'd like to use but find dealing with HTML tags a little bit confusing, not to worry- our amazing Support Team is here to help!

Feel free to email us and we'll be glad to help you out.

 

Applies to: PT.Transact+. iPhone/iPad.

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