Use the Invoice Text boxes in the Raise Invoices screen

TABLE OF CONTENTS

• Introduction
• Use the Invoice Text boxes in the Raise Invoices screen

Introduction

There are two Invoice Text boxes in the Raise Invoices screen which allow you to enter additional text to appear on the invoice you are raising.

Use the Invoice Text boxes in the Raise Invoices screen

1. Go to Fees>Invoices>Raise Invoices.
2. Set your Invoice and Invoice Due dates as normal.
3. Enter the text you would like to appear in the Invoice Text fields on your invoice (please see the note).
4. Complete the other invoice parameters as normal, then select Raise Invoices and follow the normal invoicing process.
5. The Next Term Text will appear on your invoice.

Note: The Invoice Text fields must be enabled on your invoice template for them to appear on an invoice. This normally appears after the last charge item lines but may differ depending on your template. If the text does not appear, please raise a case in Engage Help to add these fields to your invoice template.

For more information on raising invoice, please see the Engage Fees Billing guide, Invoicing section.