Overview
The Message On Invoice, Receipt, and Estimate feature is the note that shows up on the bottom of your invoices, receipts, and estimates. This message is visible to you and your customers.
We recommend using this section to either thank your customers for their business, remind them of recommendations after their service, etc.
In this article, we'll go over how to set up your default Message on Invoices, Receipts, and Estimates, as well as edit the message on individual jobs or estimates.
Set Your Default Message on Invoices, Receipts, and Estimates
To set up your default message that appears on the bottom of ALL invoices, receipts, and estimates, follow the steps below.
First, navigate to your Account Settings by clicking on the gear icon in the top right corner of your Housecall Pro account.
Next, ensure that you are on the Profile page by clicking on 'Profile' from the menu on the left, under the 'Company' section.
Scroll down to 'Message on invoice, receipt, and estimate' and click on the blue 'Edit' button to the right.
The 'Message on invoice, receipt, and estimate' window will pop up where you can type your message in. Then, click 'Save' when you're done.
Edit Your Message on Invoices for Individual Jobs
If needed, you can update your Message on Invoices for individual jobs at any point.
Please Note: Changes made on an individual invoice will not be applied to the default message you have saved under your company profile.
To edit your Message on individual Invoices, follow these steps:
First, click on the Customers tab from your navigation bar at the top of your HCP web browser and select 'Jobs' from the menu on the left, then select a job.
Next, click on the 'Invoice' button by clicking the paper airplane button at the top of the Job details page.
On the 'Send invoice' page, click on the blue pencil icon next to the 'Invoice message' box on the right to edit it.
The 'Invoice message' text box will pop up, where you can edit the invoice message for this individual invoice. Once you're done, click on the blue 'Save' button on the bottom right of the text box window, or click 'Cancel' to disregard any changes made.
After clicking 'Save,' your changes will be applied to that specific invoice, and you're all set!