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INSZoom:-Customer Messages for Invoices

This article will guide you on how to add customer message templates and add it to invoice.

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.


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