Customer Messages for Invoices

Save time by creating message templates for Invoices

In the Billing module, users may create customer messages that can be appended to an invoice as a note.

Create Messages

From the billing module, select Customer Messages.
Click Add New Customer Message
Create your message - this appears in the invoice as an invoice comment, so keep it brief!
Click
.

The message will become a part of a library of Customer Messages.

Add a Customer Message to an Invoice

From the Invoice Details page,

scroll to the lower section of the invoice and click Edit.
Scroll to the Notes section and click Copy Message
Scroll to the right of the list of available message and select Copy next to the message you want to use.
Click Save

Tip: The pop-up boxes are very small. Remember to either expand the box or scroll to the right to access the links.