An elementary functionality of the GolfSuite is the billing of articles (collections), collective invoices and much more.
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The individual invoices are initially only provided with items in which the current status of the customer is also stored (incorrect data such as salutation, address incorrect, lead to the fact that the invoice must now be issued again). Now you can use these settings to start generating the invoices. You trigger this directly in the invoice overview (= you are now finished in the Collective Invoices/Processes area).
Invoice Tags
To be able to use the invoice tags, the following must have happened so far:
- Updating the dataset
- Collective invoice process: completed
Templates - Overview
As soon as you are under Clubs → Templates → Overview, you will see all available templates for the entire GolfSuite.
This also includes the templates that we provide to you as standard, such as vouchers.
You can use a template again and again, e.g. for newsletters, which you have to set up accordingly.
We want to deal with such an example next for you.
After you have clicked on 
in the bottom left corner of the table view, you can now start creating a template (if you have many templates, you may have to scroll down a bit):
To stay with this example: After you have saved the template in the 'Customer' area, navigate to the customer overview and open the table search.
Here you can see the button for shipping on the outside 
. When you click on the button, the name of the template appears (depending on the number you have defined): 'Nexxchange Support - Newsletter'.
Edit Template
Path. Club Templates Overview Club → Templates → Overview
You can access the editor (view below) by opening/editing the template with 
.
Here you can edit and adjust the formatting (similar to Word):
Apply Template
After you have edited the template (see above) and specified in which area it is used, you can now use it in the respective area (e.g. customer overview - if specified correctly under "Templates Area"):
- You select or filter according to the customers for whom you want to download this template or letter.
- and go to
and select the name of your template. - You will be asked again whether the process was initiated intentionally by you:
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In order to be able to use the full potential of this function, you will need more information or documents (template how it should look like, pictures, information on formatting, etc...). |
Definitions of placeholders
In order to be able to use the full power of the placeholders, we would like to store the definitions of the placeholders for you here in tabular form for better understanding.
| Name of the placeholders | Description | Area in which it is stored | - | Name of the placeholders | Description | Area in which it is stored | - | Name of the placeholders | Description | Area in which it is stored |
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