On each invoice there is 2 message boxes. The first one is "message on invoice" and the second one is "message on statement". You would need to make sure you enter your notes in the "message on statement" so it will populate the description on the statement.
Thanks for the vid! Can we create customer statements by customer type?
Hi, howto setup statements list from reports???
I can not get anything?
thanks
How do you add a memo/description, that's on the invoice, on a statement? My business focuses on a name on the invoice and not an invoice number.
On each invoice there is 2 message boxes. The first one is "message on invoice" and the second one is "message on statement". You would need to make sure you enter your notes in the "message on statement" so it will populate the description on the statement.