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wilderfe551d
Level 1

message displayed on invoice entry/receipt entry

Need to display a message on invoice entry/receipt entry for special action by customer. ie need to warn on invoice entry that customer is PASS DUE, MUST BE AUTHORIZED, PURCHASE ORDER REQUIRED. and many other things.  This will by set by customer/job and needs to be displayed when a customer is entered on the invoice entry/receipt entry.

Is there a way to do this.

Other applications I have worked with in the past have the capability to do this.  

 

[email address removed]

 

3 Comments
Angelyn_T
QuickBooks Team

message displayed on invoice entry/receipt entry

Hi there, @wilderfe551d.

 

Thank you for posting here on the Community page. I'm here to help you today so you'll be able to add/display a message on your invoices.

 

If you're referring to adding a customer message when creating an invoice, you can simply click on the drop-down arrow under the Customer Message section, then select a message or click on Add New to create a new message.

 

Once done adding a message, it'll now be displayed when printing the invoice.

 

You can see attached screenshots for additional reference.

g8 message1.PNG

g8 message2.PNG

g8 message3.PNG

g8 message4.PNG

 

On the other hand, to learn more about invoices in QBDT, you may check this article: Create an invoice in QuickBooks Desktop.

 

You can always add a post/comment below if you're referring to something else and if you have any other questions about displaying a message on invoices. I'll be always here to help you!

wilderfe551d
Level 1

message displayed on invoice entry/receipt entry

Not on printing invoice on ENTRY.

When in enter the customer ID on the Invoice Entry I want a message to pop up like a warning message that contains a message entered for that customer.   IE  "This customer is past due payment before allowing order"  "This customer requires a PO"  "Only authorized person allowed to order check list".   Sage DacEasy allows for this action and the message must be responded to before starting invoice. 

see attached "Capture.jpg"   if this is not available it needs to be added!

MaryGraceS
Moderator

message displayed on invoice entry/receipt entry

Hi there, @wilderfe551d.

 

I appreciate you getting back to this thread and providing more details about your concern. Allow me to help share some insights to get the information you need. 

 

Currently, the option to set a warning message that contains the records of the old transaction for a customer like, past due payments, credit and balance automatically are unavailable.

 

For now, if the customer has credit, you need to create an invoice first to add it to, and you can see more information about this. After saving the invoice, just click the Apply Credits icon.

 

I've attached some articles below for additional reference: 

Also, I'll make sure to take note of your suggestion to consider this option for future QuickBooks updates. For more help, feel free to reach out to our Customer Care Support. They can use the screen share tool to get to a resolution quickly. 

 

The Community is always here if you need more assistance with QuickBooks. I'll be delighted to be your guide once again. Have a great day. 

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