thread Re: can you put a standard message in all invoices in Archived Discussions (Read Only)

can you put a standard message in all invoices

SJCMS — Thu, 05 Mar 2020 05:06:09 GMT

Hi,

Is there a way to put a message in invoices that are sent by email to use on all invoices? Ex. I would like to add a generic policy message to all customer invoices (Not have to type in the message every time).

Ex.

Thank you for your business!

If paying by check, please make check payable to:
Business name here

Overdue accounts will be charged a 1.5% late payment fee on outstanding balances.

Delivery Notice:
Biz Name is not responsible for damages incurred to properties including sidewalks, driveways, patios, etc. as a result of deliveries requested by customers & contractors.

Currently, I think I have to add these as I create the invoices (ugh).

If it's not available, please suggest it to the team.

Thanks

Donna

Re: can you put a standard message in all invoices

GlassJudy — Thu, 05 Mar 2020 16:16:06 GMT

I don't personally use Invoices so I don't know if it's possible to automatically add your message, but I do have a suggestion: create a word-processing document with your text and save it so you can just copy/paste it when you need to.

Re: can you put a standard message in all invoices

SJCMS — Fri, 06 Mar 2020 01:59:45 GMT

I figured it out, in invoice settings their is a spot for messages that is the default.

I missed it the first time around.

Re: can you put a standard message in all invoices

GlassJudy — Fri, 06 Mar 2020 02:02:12 GMT

That’s why I didn’t see it then. I don’t use invoices myself. But thanks for posting your results here.