The Customer Message List holds the short messages you print for customers at the bottom of a sales form: Thank you for your business., Please remit to above address. Instead of typing the message each time, you pick it.
Opening it
- Lists ▸ Customer & Vendor Profile Lists ▸ Customer Message List.
- Edit ▸ Preferences ▸ Sales & Customers ▸ Customer Message List.
From the menu it opens over the Home Page, and Esc takes you back to the Home Page. From Preferences it opens on top of Preferences, and Esc goes back there. It needs permission for the Customer Centre.
The line under the title reads Messages you print at the bottom of invoices and sales receipts. The list's column is Message.
A new company starts with All work is complete!, It's been a pleasure working with you!, Please remit to above address., Thank you for your business. and We appreciate your prompt payment.
Add a message, step by step
- Choose New Customer Message.
- Type the Message. It can run to more than one line.
- Choose OK.
Make inactive hides a message from the pickers; Delete removes it. See Lists in SeroBooks.
Where messages are used
- On Enter Sales Receipts, the customer message box offers the messages on this list.
- In Edit ▸ Preferences ▸ Sales & Customers, Default customer message chooses the message every new sales receipt starts with, or (none). See Preferences.