Invoice Messages Setup

Modules>Accounting>Overview>Accounting Setup>Invoice Messages

An invoice message is a short message you wish to be attached to a customer's invoice. An example of this might be the terms of your refund policy.

To add an invoice message, complete the following steps:

1. Go to the Accounting Overview page.
2. Click the Accounting Setup page hyperlink. This opens the Accounting Setup page.
3. Click the Add icon located on the invoice messages child form.This opens the Add - Invoice Message pop-up window.
4. Enter the name of the invoice message in the message code field.
5. Enter the actual message as it is to be displayed on an invoice in the message text field.
6. Click the Save button.The new invoice message has been added to the invoice messages child form and is now available in the Invoice Message drop-down menu in NetForum.

Tip: It is a good idea to expand the invoices messages child form prior to adding a new invoice message in order to make sure the message you need has not already been created.