Invoice Messages

Menu Path: Billing & Receipts, then Reference Tables, then Miscellaneous Billing, then Invoice Messages

You can create messages that print on customer invoices. Messages are numbered for easy selection later. Each message can contain eight lines of text with up to 40 characters per line. The system has a default message (message 1) which is blank. You can leave the default message blank or change it, but you cannot delete it.

Format

You cannot add or change an invoice message if the z-fold invoice option is selected in the Forms Defaults. Invoice messages are not used with z-fold invoices.

When you add or change a message, a spell check runs as you access each line.

Typically, you have a default message that is used most times of the year. You may, however, have a special holiday message or other messages that are used less frequently. When users print invoices, they can select the message to print when using the Print Current Invoice or Print All Invoices option, unless your organization uses z-fold forms. You can select one of the messages, or select NONE.

Add New Invoice Messages

1. Choose the Invoice Messages page.
2. Click Add New.
3. Enter the Message Title and Message Lines.
4. Click OK.

Update Invoice Messages

1. Choose the Invoice Messages page.
2. Enter criteria identifying the records to list, then click Find. To run an advanced search, click Advanced.
3. Select the desired record, then click OK.
4. Update fields as needed.
5. Click OK.

Delete Invoice Messages

1. Choose the Invoice Messages page.
2. Enter criteria identifying the records to list, then click Find. To run an advanced search, click Advanced.
3. Select the desired record, then click Delete.
4. Click Yes.