Controlling how invoices and receipts appear for your customers is critical to all organizations. Take the time to customize the look and feel of your invoices.
Within invoices, you can set up custom messaging and use merge points and tracking codes to further automatically provide custom messaging and images to specific customers depending on criteria set in the tracking codes and merge points.
For more details see Merge Fields. Merge points can be used in multiple places in the invoice, including invoice notes!
Note: Confirm with your accounting and finance team to see if they have any mandatory requirements for invoice numbering, invoice notes, or PO numbers.
For more information on Invoice settings, click here.