Adding an Invoice/Quote Message

Use the Invoice/Quote Messages screen to create and maintain verbiage that appears on customer issued invoices and quotes. Messages can include such things as after hours phone numbers, or be used to inform customers of special promotions within the service department, or any other message you would like to print.

1. Navigate to Configuration > General Ledger > General > Invoice/Quote Messages.

   The Invoice/Quote Messages screen appears.

   

2. Select the type of invoice or quote to alter the verbiage/message (in this example we selected Parts Invoice).
   

   The Parts Invoice Message screen appears.

   

3. On the Parts Invoice Message screen, (OPTIONAL) click the Search icon next to the Select Location field to change the location.

4. Enter your message within the field provided.

   Note:  The maximum number of lines allowed for the invoicing/quoting messages is 4.

   
   

   The number signs (#) allow you to reserve the necessary spaces needed in the message for text for substitution variables.

   Substitution variable options:

   Description	Variable
   Salesperson Name	&SMN###################
   Phone Number	&PHN###########
   Cell Phone Number	&CEL###########
   E-mail Address	&EML####################

5. Click the Save button to save your message.

Revision: 2026.01