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General information: Messages and agenda tab

Personalized message on invoices

Follow the steps below to add personalized messages on your invoices. They could be, for example, financial credit terms and conditions or disclaimers.

  1. Access the General information configuration window under the Messages and agenda tab.
  2. Select the language for the message using the Language drop-down menu in the Message section. The language of the messages on the invoices will follow the language configured in the customer profiles.
  3. Check the Personalized fineprint message at the bottom of the invoice box
  4. Enter the personalized message in the Message field.
  5. Click on the diskette button to save.
  6. Repeat steps 3 to 6 to configure personalized messages for other languages.

Promotional message on invoices

Follow the steps below to add promotional messages on invoices.

  1. Access the General information configuration window under the Message and agenda tab.
  2. Select the language for the message using the Language drop-down menu in the Message section. The language of the messages on the invoices will follow the language configured in the customer profiles.
  3. Enter the promotional message in the Publicity text box in the middle of the invoice field.
  4. Click on the diskette button to save.
  5. Repeat steps 3 to 5 to configure promotional messages for other languages.