How do I customize an invoice template
I am creating an invoice template in Q Business & Personal. I would like to add a message in the customer message field to use with each invoice. I don't see anyway of doing this. The goes for the other fields such as amount. This template is being used to send an HOA dues invoice to the members. It is a yearly amount. Will I have to enter all of this information individually instead of having a universal template for everyone? Thanks.
Answers
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This type of customization cannot be done using the Invoice Forms Designer.
To add a customer message please see the New Customer Invoice dialog. Use the Message to Customer field to add a brief text. Click the down-arrow on that field to see and select predefined or previously used entries.
This Message to Customer appears in the box at the lower left of the invoice. Using a predefined message in the example below.Alternatively you can create and use invoice Line Item definitions to explain the "Your Annual HOA Fee is due" and set the Per Item Rate. This will save repeated typing for each invoice.
If you need to add additional and lengthy text, you can also use and add to the invoice a $0.00 line item definition similar to the Boiler Plate example below.
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