Creating and Managing Invoice and Statement Messages and Message Types

Invoice and Statement Message Types and the messages assigned to them are created and maintained from the admin setup menu. Message types must be configured prior to running statements or invoices, and then individual messages can be created and assigned to those types.

Creating and Managing Invoice/Statement Message Types

To create a new Invoice or Statement Message Type, or manage existing types:

• Navigate to Admin > Setup
• Find the Invoice/Statement Message Type setup item
• Click Edit
• The Invoice/Statement Message Type list allows you to view, edit, add, or delete message types

• To edit an existing type, edit the field for the appropriate type, then click Save.
• To delete a message type, click Delete.
• To add a new message type, use the field at the top of the list (labeled with {new record}) to enter the new message type, then click Save.

Creating and Managing Invoice/Statement Messages

Once message types are set up, you can create messages and assign them to the appropriate types:

• Navigate to Admin > Setup
• Click Edit on the Invoice/Statement Message line (located directly above Invoice/Statement Message Type)
• The Invoice/Statement Message list allows you to view, edit, add, or delete existing Invoice/Statement Messages

• To edit a message or message name, update the appropriate field(s) and click Save.
• You can assign (or change the assignment) of a message to the appropriate message Type by selecting from the provided drop-down menus. These menus will only show message types set up prior to creating or editing a message.
• To create a new message, enter the message and message Name in the field provided at the top of the list (labeled with {new record}), select a message Type, then click Save.
• To delete a message, use the delete option in the list as needed.