Solution Properties
Solution ID:
201119083011290
Last Modified Date:
Tue Dec 06 15:29:22 UTC 2022
Taxonomy Path:
Case category//How do I...//setup/create/run a report
Author:
[email protected]
Add a festive message to your invoices
Description

Add a festive message to your invoices, and wish your customers seasonal greetings, by using Report Designer.

TIP: This feature can also be used throughout the year to add other helpful information, such as your bank details, a phone number or delivery instructions.

Cause
Resolution

Open and rename the report in Report Designer

  1. Click Invoices and Credits, then select any invoice.
  2. On the top menu, click Print, then click Layouts.
  3. Select the layout you'd like to add your festive message to and click Edit.
  4. On the menu bar click Report, click Report Properties.
  5. Enter a new report name and description, then click OK.

Add your festive message

  1. On the menu bar click Toolbox, then click Add Text.
  2. Click once where you want the text to appear.
  3. Enter the text you want, then click a blank area.
  4. If required, click and drag to move or resize the text box.
Add a personal touch and make your message match your company brand by customising the text, define with a line or box and you can even add a festive image.

Save your layout

  1. On the menu bar click File, click Save As.
  2. Enter a new file name then click Save.
  3. On the menu bar click File, then click Exit.

You're all done, you can now print and preview your new layout. Simply click an invoice click print then select your festive layout and click Preview.

TIP: You can add a festive message to any of your layouts such as Statements, Letters and Remittances.

[BCB:191:UKI - #GetMoreFeedback:ECB]
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