{"id":259,"date":"2020-11-19T13:49:37","date_gmt":"2020-11-19T21:49:37","guid":{"rendered":"http:\/\/www.omtiblog.com\/reporterbase101\/?p=259"},"modified":"2026-04-14T08:17:48","modified_gmt":"2026-04-14T15:17:48","slug":"invoice-messages","status":"publish","type":"post","link":"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/setup\/invoice-messages\/","title":{"rendered":"Provide more information on invoices with custom messages"},"content":{"rendered":"
Lesson #123<\/h6>\n
Setup \u2013 Invoice Messages function<\/h5>\n

In addition to the descriptive header that appears automatically on invoices, you can add more information to your invoices \u2014 such as detailed payment information, company info, and holiday greetings \u2014 with custom messages. While you can write messages on invoices as you generate them you can also save time and ensure consistency by setting up messages in advance in the Invoice Messages function, then simply apply them to individual invoices or in batches.<\/strong><\/p>\n

Customize your invoice messages<\/h2>\n

You can include any written communications you want to share with clients on your invoices. By creating invoice messages for different circumstances you can easily give your clients more information when they need it \u2014 such as invoice payment options \u2014 or to let them know you appreciate them, extend an appropriate holiday greeting, share company news, etc.<\/p>\n

You create messages in a similar way to invoice headers<\/a>. Write as many messages as you want and organize them into groups to make it easier to find the right one when billing.<\/p>\n

Designate which message is the default to minimize the need to select messages each time when invoicing. You can override the default and modify the message on individual invoices during Turn In<\/a>. You can stylize the appearance of invoice messages with bold\/italic\/underline treatments, different typefaces, font sizes, and colors.<\/p>\n

Creating new messages is easy. They only require a message group \u2014 and optionally the message (you can have a blank message if you want). Message groups are categories \u2014 which you set up in Lists<\/a> \u2014 for organizing messages to make it easier to locate the desired message when billing by looking within a subgroup instead of the whole list.<\/p>\n

When creating a message the message group defaults to the system default (set in Lists) so you might only need to enter the content. Message size is unlimited and you can use the text formatting tools to style the text to match your company brand, emphasize content, and make your message more memorable.<\/p>\n

If you are creating multiple messages in one sitting, use the Save & New option to stay in the new message window \u2014 eliminating extra clicks to get back into the window. It will also keep the same message group you used in the last invoice message saved rather than resetting to the default \u2014 saving even more time. For example if you are setting up a batch of holiday messages, you won\u2019t have to select the message group before entering each message.<\/p>\n

Manage existing messages<\/h2>\n

Update existing messages and create new messages whenever you want. Change which message is your default at any time \u2014 for example change the default to a holiday greeting when invoicing around a holiday. You can delete messages you don\u2019t need anymore so they no longer appear as an option when selecting invoice messages during Turn In.<\/p>\n

Messages are stored in the Invoice Messages function and the default lists all of your stored messages by Invoice Message Group. You can also view messages for a single group or multiple selected groups. Export the list to an Excel<\/em> or CSV file to save, print, share, or use in other applications. Click any message\u2019s hyperlink to edit or delete it.<\/p>\n

Apply messages to invoices<\/h2>\n

When preparing invoices your default invoice message appears. You can override the default by entering new text or selecting a different invoice message from your custom list. You can apply messages to invoices one at a time or in batches. Use the Save & New feature to apply different invoice messages to single or multiple invoices without leaving the Set Invoice Messages panel in Turn In.<\/p>\n

TL;DR: Save time and ensure consistency by setting up invoice messages in advance, then apply them to individual invoices or in batches.<\/strong><\/p>\n

RB9 concepts in this lesson<\/h4>\n

Message Group:<\/strong> Parent structure that contains related invoice messages as its children.<\/p>\n","protected":false},"excerpt":{"rendered":"

Don\u2019t miss the opportunity to communicate with clients that invoice messages offer …<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[39,226,31],"tags":[250,228,128,236,3,32],"class_list":["post-259","post","type-post","status-publish","format-standard","hentry","category-function","category-lesson","category-setup","tag-email-second-round","tag-emailed-lesson","tag-invoice-messages","tag-rb9-lite","tag-rb9-standard","tag-setup"],"_links":{"self":[{"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/posts\/259","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/comments?post=259"}],"version-history":[{"count":0,"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/posts\/259\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/media?parent=259"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/categories?post=259"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/tags?post=259"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}