Invoice Marketing Messages allow you to display custom promotional or informational messages directly on the invoices you send to clients. Each message is tied to a date range — when the current date falls within that range and the message is active, it automatically appears on printed or electronic invoices.
This feature is ideal for:
- Seasonal promotions and holiday greetings (e.g., "Thank you for celebrating with us this holiday season!")
- Payment reminders or deposit policy notices
- Upcoming event announcements or service expansions
- Customer appreciation messages tied to specific periods
- Cross-sell or upsell opportunities embedded in billing communications
How to set up, Invoice Marketing Messages:
1. On the left side panel, go to General Setup
2. Click on Marketing
3. Select Create and Edit Printed Invoice or Marketing Messages
4. You can either select an existing record or click on New Entry to create new data
If the New Entry option was clicked, select the Start Date and End Date for the message, and enter the Message in the text field.
Make sure the “Is Active” checkbox is selected, click on Save & Close.
Field Definitions
| Field | Type | Description |
|---|---|---|
| Start Date | Date picker | The first date on which this message will appear on generated invoices. Invoices created before this date will not show the message. |
| End Date | Date picker | The last date on which this message will appear. After this date, the message stops printing automatically — even if Is Active is still ON. |
| Message | Text area | The promotional or informational content to display on invoices. Can be a short sentence or a multi-line paragraph depending on invoice layout constraints. |
| Is Active | Checkbox (checked/unchecked) | Master switch for the message. Must be checked for the message to appear — even if today's date is within the Start/End range, an unchecked Is Active will suppress the message. |