Messages allows you to create and manage custom text that appears on printed invoices and marketing communications sent to your customers. Use this feature to add promotional messages, payment reminders, thank-you notes, or any custom text that should appear on client-facing documents. To create/edit Printed Invoice or Marketing Messages
- On the side panel go to General Setup
- Select Marketing
3. Click on Create and Edit Printed Invoice or Marketing Messages
The Messages list opens, showing all existing invoice and marketing messages configured in the system.
Field Definitions
| Field | What It Is | Format | Notes |
|---|---|---|---|
| ID | Unique identifier auto-assigned to the message record | Integer (read-only) | Auto-generated; cannot be edited |
| Message Name / Description | Internal label to identify the message | Text | Used to distinguish messages in the list; not visible to customers |
| Message Type | Defines where the message will be used | Dropdown | Options typically include: Printed Invoice, Marketing, or both |
| Message Text | The actual content that will appear on the document | Free text (multi-line) | This is the customer-facing text. Keep it concise and professional |
| Is Active | Indicates whether this message is currently in use | Toggle (ON = active; OFF = inactive) | Inactive messages are excluded from printing and marketing outputs |
| Sort Order / Priority | Controls the order in which messages appear when multiple are configured | Numeric | Lower numbers appear first |
Working with Messages
A. Adding a New Message
- Go to General Setup → Marketing → Create and Edit Printed Invoice or Marketing Messages
- Click the [New Entry] button
- Fill in the required fields (Message Name, Type, and Message Text)
- Click [Save] to add the message to the system
B. Editing an Existing Message
- In the Messages list, locate the message you want to modify
- Click the pencil icon on the message row
- Modify the fields as needed
- Click [Save] to confirm the changes