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.
- 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!
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.