Configuration: Invoice/Quote Message
Use the Invoice/Quote Message screen to create the verbiage you wish to appear on quotes and invoices.
To open the Invoice/Quote Message screen , select one of the following options: Equipment Invoice/Quote, Parts Invoice, Parts Quote, Rental Invoice, Service Invoice or Service Quote from the Invoice/Quote Message screen.
The search field on the Invoice/Quote Message screen are:
| Field | Description |
|---|---|
| Select Location | The branch location you wish to add a message to an invoice or quote. |
Messages can be unique per area and location.
The maximum number of lines allowed for the invoicing/quoting messages is 4.
The Substitution variable options are:
| Variable | Description |
|---|---|
| &SMN##################### | Substitutes the salesperson's name. |
| &PHN######### | Substitutes the salesperson's phone number. |
| &CEL######### | Substitutes the salesperson's cellular number. |
| &EML################################# | Substitutes the salesperson's e-mail address. |
The substitution values come from the Salespeople screen. The salesperson ID on the invoice is used to look up the table to retrieve the necessary values.
The number signs (#) allow you to reserve the necessary space in the message for all of the text and are recommended.
The buttons completes work on the Invoice/Quote Message screen are:
| Button | Function |
|---|---|
| Save | Saves changes made on the Invoice/Quote Message screen. |
| Close | Closes the Invoice/Quote Message screen without saving and returns to the previous screen. |