How to Use Invoice Messages

Inspect Point’s “invoice message” feature allows you to include a note to a customer on your invoice. While the invoice footer is a good way to convey information that you would likely use on all invoices, the “invoice message” allows you to add information specific to a single invoice or customer.

Setting Up a Default Invoice Message

If you would like to use a default message, you can set-up your Invoice Message on the Invoice Settings page.

At the top, under General, you’ll see a text box with Message inside it. Here, you can set a default Invoice Message if you wish. The default can always be edited on individual invoices. Or, if you don’t want to set a default, you can just leave this field blank.

Next, scroll to the bottom and click “Save” to confirm your changes. 

Once added, this Invoice Message will now display on all future invoices. 

Editing the Invoice Message on a Specific Invoice

Click to edit your invoice. Then, type your message into this box:

This message will appear in both the web view and on the PDF. 

To see the web view, click “Preview” at the top of the screen. This will open a new browser which will display your Invoice Message at the bottom of the page. 

To view the PDF, return to the Invoice Edit Screen and click “Download” at the top of the screen.

Here, you will find your Invoice Message again at the bottom of the form.