Customer Invoices Displaying the Wrong Customer Message
Accounts NZ
Member Posts: 33 ✭
Reckon Accounts Plus 2018...
The invoice that I am emailing customers is coming up with a customer message other than what I have selected it to be in Reckon.
It is displaying an alternative customer message that would be used for a different invoice.
I do not understand why it isn't displaying the message I selected in Rekon when creating the invoice. It seems to be randomly selecting a different message to display in the email and print preview version.
New Reckon user here at a new job, any advice is much appreciated.
The invoice that I am emailing customers is coming up with a customer message other than what I have selected it to be in Reckon.
It is displaying an alternative customer message that would be used for a different invoice.
I do not understand why it isn't displaying the message I selected in Rekon when creating the invoice. It seems to be randomly selecting a different message to display in the email and print preview version.
New Reckon user here at a new job, any advice is much appreciated.
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Comments
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Hi Accounts NZ. I would be having a look first at the template for the invoice (lists/templates) and seeing whether there is a permanent customer message setup on the template. That will sort out one possibility.
John L G2 -
Thank you so much John! That definitely got me searching in the right direction.
I had to go to the little arrow at the top right of the create invoice box to "customise," then click on "additional customisation," then the "footer" tab, then I could change the text in the "long text disclaimer" box.
I've put the above instructions partially for myself for future reference0 -
Excellent - thanks for letting know.
John L G0
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