How Do I Include Messages on Invoices?

See Also


In the Preferences-Billing-Labels screen, you have the option to configure auxiliary invoice messages. You can enter a message to display at the bottom of an invoice. This message is typically used for the 'Please make payments to...' message. This field is intended for short auxiliary messages and is limited to 100 characters in length.


Do the following to create a default message for your invoices:

  1. Select Preferences from the master drop-down list.

  2. Open the Billing folder and click Labels.

  3. Select Invoice Header from the Category drop-down list.

  4. Enter your message in the Label column for the Invoice Message field.

  5. Click Save.

  6. If you enter more text than the maximum limit, the message will not display on the invoice at all. If you require a longer message, use the Invoice Message field on the Projects-Billing-Options screen. This field has no size limit and can accommodate longer messages.