--- title: How to configure invoice and offer email or document description: In order to send offers and invoices you can create different document and email templates based on your needs. Make sure to set recordType "reservation" for offer and "invoice" for invoice template 1 --- [Skip to content](https://support.bmileisure.com/support-center/how-to-configure-invoice-and-offer-email-or-document#main-content) English Show submenu for translations [Customer portal](https://support.bmileisure.com/tickets-view?hsLang=en) ![logo\_big\_darkBG@2x.png\]](https://support.bmileisure.com/hs-fs/hubfs/logo_big_darkBG@2x.png?height=50&name=logo_big_darkBG@2x.png) Open main navigation Close main navigation - English Show submenu for translations - [Customer portal](https://support.bmileisure.com/tickets-view) - [Main website](https://www.bmileisure.com/en/) [Main website](https://www.bmileisure.com/en/) Welcome to the BMI Support Portal. How can we help you? - There are no suggestions because the search field is empty. 1. [Support Center](https://support.bmileisure.com/support-center?hsLang=en) 2. [Guest Activation](https://support.bmileisure.com/support-center/guest-activation?hsLang=en) 3. [Offers and reservations](https://support.bmileisure.com/support-center/guest-activation?hsLang=en#offers-and-reservations) # How to configure invoice and offer email or document ### Introduction In order to send offers and invoices you can create different document and email templates based on your needs. ### Configuration - Go to Menu - Communications - Post Office - Setup - Office - Add a new template (or double click to edit an existing one) - You can edit the html code - Set "Sending active" and "Queuing active" ON to be able to send it by email and apply the changes. **Make sure to set recordType "reservation" for offer and "invoice" for invoice template** *16 STEPS* 1\. Click on Menu on the POS or Configurator ![Step 1 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=2146836&step_number=1&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5) 2\. Menu - Communication - Post Office - Setup ![Step 2 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=2146836&step_number=2&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5) 3\. Click on the Office section on the top ![Step 3 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=2146836&step_number=3&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5) 4\. Double click on an existing template (or click + to add a new one) ![Step 4 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=2146836&step_number=4&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5) 5\. RecordType needs to be "reservation" for an offer template and "invoice" for an invoice template ![Step 5 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=2146836&step_number=5&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5) 5b. Drop ![Step 5b image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=2146836&step_number=5b&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5) 6\. Double click on the template ![Step 6 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=2146836&step_number=6&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5) 7\. You can edit the html code ![Step 7 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=2146836&step_number=7&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5) 8\. You can edit the html code ![Step 8 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=2146836&step_number=8&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5) 9\. You can add parameters, you can find the list on the left ![Step 9 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=2146836&step_number=9&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5) 9b. Click ![Step 9b image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=2146836&step_number=9b&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5) 10\. You can add a parameter by double clicking on it ![Step 10 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=2146836&step_number=10&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5) 11\. ![Step 11 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=2146836&step_number=11&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5) 12\. Apply and Close the editing page ![Step 12 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=2146836&step_number=12&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5) 13\. Set Sending active ON ![Step 13 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=2146836&step_number=13&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5) 14\. Set Queuing active ON ![Step 14 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=2146836&step_number=14&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5) 15\. Click OK ![Step 15 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=2146836&step_number=15&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5) 16\. Click OK ![Step 16 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=2146836&step_number=16&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5) ### Here's an interactive tutorial *\*\* Best experienced in Full Screen (click the icon in the top right corner before you begin) \*\** [https://www.iorad.com/player/2146836/Change-offer-and-invoice-document-template](https://www.iorad.com/player/2146836/Change-offer-and-invoice-document-template)   - [Guest Activation](https://support.bmileisure.com/support-center/guest-activation?hsLang=en#main-content) - [Online Booking](https://support.bmileisure.com/support-center/guest-activation?hsLang=en#online-booking) - [Registration kiosk](https://support.bmileisure.com/support-center/guest-activation?hsLang=en#registration-kiosk) - [Group booking](https://support.bmileisure.com/support-center/guest-activation?hsLang=en#group-booking) - [Event booking (B2B)](https://support.bmileisure.com/support-center/guest-activation?hsLang=en#event-booking-b2b) - 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