RB User Guide > Setup > Invoice Messages

Setting up invoice messages

You can create and group messages in a similar way to invoice headers, which can then be selected and modified on individual invoices.

1. View existing messages

   1. Setup > Invoice Messages

   2. Invoice Message Group defaults to ALL. Click to see all the custom invoice messages already entered into RB9. You can restrict the results by clicking and selecting group(s) to search. See Lookup Panel.
   3. RB9 displays the results. To:
      • Edit a message – Click its hyperlink. Then in the View Invoice Message window, click Edit.
      • Create a new message – Click New.

2. Create/update message

   1. In the Edit Invoice Message/New Invoice Message window:

      • Invoice Message Group

        Defaults to the choice previously selected. (System default is set in Lists > Invoice.) Choose a different group in the drop-down if desired.

      • Invoice Message

        Unlimited character count. Edit or enter a message to appear on invoices. Can be left blank, if desired. To customize the appearance of the notes, see Customizing notes & remarks. Text customizations will appear on the print version of invoices.

      • Set as Default

        Click to select Yes to have this message appear as the default on invoices. You can override the default on individual invoices.

3. Save message

   • In Edit Invoice Message window, click Save to update the message.
   • In New Invoice Message window, click Save >
     • Save & New: To save the message and add more.
     • Save & Close: When you have no more messages to add.

TIP: Save time creating new messages

Copy the text from an existing message in the Invoice Message window before clicking New. Then paste the message in the New Invoice Message window’s Invoice Message field and revise it.

Reference

• Invoice Headers
• Lookup Panel
• Lists > Invoice