Invoice Narratives

Modified on Tue, 30 Aug 2022 at 04:58 PM

You can customize the paragraphs that appear on the Account Summary (top and bottom), Quotes and Invoices PDFs to communicate your Payment Terms more effecitively to your clients.


Tip: This is a useful method to include your company email and contact telephone number (using Merge Codes) so clients can more easily get in touch if they have any queries on their Account.


TABLE OF CONTENTS


Edit the Phrasing on the Account Summary (Top) and (Bottom)

You can customize the paragraphs at the top and bottom of your Account Summary, and send a recap of outstanding invoices and payment terms that you can optionally send to clients with their invoice. The Account Summary has a "Top Narrative" and a "Bottom Narrative" that you can customize.

To set the account summary opening and closing narratives (top) and (bottom):
  • Navigate to: Admin > Settings > Invoicing > Narratives.
  • Amend the standard phrasing in the panels for the opening and closing narratives on the Account Summary, using Merge Codes where appropriate.
  • Select Update.




Edit the Phrasing on your Invoices

Customize the choice of words at the bottom of your Invoice PDF, which is attached to the email when you send Invoices. 

To set the invoice closing narrative (bottom):
  • Navigate to: Admin > Settings > Invoicing > Narratives.
  • Amend the standard phrasing in the panel for the closing narrative on an Invoice, using Merge Codes where appropriate.
  • Select Update.




Edit the Phrasing on your Quotes

You can edit the paragraph at the bottom of your Quote PDF, which is attached to the email when you send quotes.

To set the quote closing narrative (bottom):
  • Navigate to: Admin > Settings > Invoicing > Narratives.
  • Amend the standard phrasing in the panel for the closing narrative on a Quote, using Merge Codes where appropriate.
  • Select Update.



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