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.