Invoice Instructions Setup
Invoice Instructions Setup
Configuring Invoice Instructions
Users with the Invoice Instruction security permission can configure invoice instructions to display for users who are creating a new invoice and editing existing invoices, as shown below.
To configure the invoice instructions:
Select Setup > Invoice Instructions. The Invoice Instructions screen will appear with a list of associations. If you are using universal navigation, click Payables > Invoices > Invoice Instructions.
The left-most toggle functions like a selection checkbox. I you edit a message the toggle is automatically enabled. If you wish to delete a message, enable the toggle to select the association.
Enter a Subject and Message. Both fields are optional. The Subject appears in bold at the beginning of the invoice message box. A colon and space are automatically included after the Subject when a Message is entered.
Select the following options:
Open Maximized: Long messages will sometimes be truncated. Enable the toggle to ensure messages that exceed one line remain fully visible. If off, the instruction will initially appear minimized, or collapsed if it exceeds more than one line of text. A caret (^) will appear near the top-right of the instruction so that the user can collapse the message, and when collapsed an upside-down caret (v) will appear so the message can be expanded.
Collapsible: When enabled, the user can click the caret to collapse a multi-line instruction. If off, multi-line instructions will not be collapsible. If the instruction exceeds one line and the toggle is off, the instruction will be opened maximized.
Override All Assoc: When enabled, the All Associations message (if configured) will not appear on the invoice for this association.
Click Save.