Messages and Reasons

When you enter documents or transactions, you can enter additional text for the document or with each transaction.

For documents such as quotes, purchase orders, and invoices, we call these “messages”. For supplier payments, customer receipts, and write-offs it is good practice to record a reason or short description of the transaction.

If you have set up standard messages on your documents, you would use the message field to enter a message specifically for the document that you are working on. Any message that you enter on a document will overwrite the standard message on that particular document only.

On documents, the message entry field is on the bottom left corner of the document.

Should you wish to add standard messages, which you can select when creating an invoice, select the (add message button).

To add the message, select the Add Message button.

Enter the code and message in the respective fields.

Click on the Save button.

Select the message that must display and select the Select link.

You can also set a default message by clicking on the Set Default Message link. The default message you create here will be used on all new documents of this type that you create.

On customer receipts, supplier payment sand customer write-offs, the description field is on the top right hand side of the entry screen. Use this field to record a short summary, description or reason for the transaction or select the button to add additional messages.

You can also set a default message by clicking on the Set Default Message link. The default message you create here will be used on all new documents of this type that you create.