Invoice message for an individual customer

Invoice messages allow you to add customised text to a specific customer’s invoice.

This is useful when you need to communicate information that only applies to that customer—such as account updates, payment reminders, or personalised notes. Adding an individual message ensures the customer receives clear, relevant information directly on their bill.

Invoices are a key customer communication touchpoint, and targeted messaging can help improve understanding, prompt timely payment, and strengthen customer relationships

To add an invoice message for an individual customer, click on the Customer Details menu, then Invoicing.

• Type your message to the customer into the message fields.
• Select the display option as:
  • Show on next invoice only
  • All invoices between the start and end date
• If  you selected "all invoices between the start and end date" you will need to enter a start and end date
• Invoice message status will show any messages that have been picked up on an invoice.

Note:  The location of your invoices message could be on the front or back page of the customer invoices depending on your invoice template.