There are a couple of ways to add a custom message to transactions (invoices and sales receipts) that are created within both Novi AMS and QuickBooks.
This article will cover the following:
- One-off messages on a single transaction
- Messages on Dues Transactions
- Updating Entire Transaction Templates
One-Off Message on a Single Transaction
If you'd like to add a one-off message to an invoice or sales receipt, you can do so inside of QuickBooks. Simply open the transaction record, look for the "Message displayed on invoice" or "Message displayed on sales receipt" field, add your custom message, and save.
Messages on Dues Invoices & Sales Receipts
Novi AMS gives you the ability to automatically add a custom message for all dues transactions. This can be customized by member type. On the member type record, click on the settings tab & scroll down until you get to the accounting section.
If you would like to customize the text that is visible on all transactions, updating your transaction template within QuickBooks may be the best option. "Sales Forms" that are updated in QuickBooks will automatically sync over to Novi AMS.
- Learn more: Update Invoice & Sales Receipt Templates