RB User Guide > Production > Turn In > Generating invoices

Selecting invoice messages

Specifying invoice messages for every single invoice can be a time-consuming and tedious chore when you have many parties ordering. Use the Set Invoice Messages function to speed up this task.

1. Click > Set Invoice Messages.
2. In the Set Invoice Messages panel’s *Invoice Message field, you must either enter a message from scratch. Or:
   1. Click to select a message from your list of invoice messages. Messages and their default are entered in Setup > Invoice Messages.
   2. In the Lookup Invoice Message panel, click the message you want.
   3. Edit the selected message, if desired. This does not change the message in your list of invoice messages.

   NOTE: Messages created here are one-off

   Messages entered from scratch in the Invoice Message field will not be saved in your Invoice Message list. Nor does RB9 save your edits made here to existing messages. To save a new or updated message, see Setting up invoice messages.

3. In the *Apply To pane, default message(s) that apply to this job’s invoice(s) are listed. Check the boxes of invoices you want to switch to the message in the *Invoice Message field. You must select at least one invoice.
4. Click Save >
   • Save & New – To continue adding messages to invoices without leaving the Set Invoice Messages panel.
   • Save & Close – If you don’t have more messages to add.

NEXT: Apply billing & pay rates

When invoices for all parties to a job are filled with services and customized, apply billing, rush, and pay rates individually or in batches. See Applying rates.

Reference

• Setup > Invoice Messages

Step-by-step instructions

• Setting up invoice messages
• Applying rates