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Adding an Invoice Banner Message to a Client Account

Updated

Purpose

This guide explains how to configure a custom invoice banner message for a client account. This allows a unique reference (such as a Purchase Order number) to appear at the top of every invoice issued to that client.

 

Scope

Applicable to all users with access to Client Administration

 

Use Case Example

Adding a Purchase Order (PO) number so it is automatically displayed on every invoice for a specific client.

 

Procedure

Step 1: Open the Client Account

  1. Navigate to Client Administration.
  2. Search for the required Client Account.
  3. Select the client to open their account record.

 

Step 2: Access Accounts Payable Settings

  1. In the Client Account menu, select Accounts Payable.

 

Step 3: Edit Invoice Banner Message

  1. Select Edit in the top-right corner of the screen.
  2. Locate Option 5 – Invoice Banner Message.
  3. Enter the reference to be displayed (e.g., Purchase Order number).

 

Step 4: Save Changes

  1. Select Save to apply the update.

     

Outcome

The entered reference will now appear at the top of all invoices generated for this client.

 

 

Notes

  • Ensure the correct reference is entered, as this will be applied to all future invoices.
  • Changes take effect immediately after saving.