SliQ allows you to manage a list of standard customer messages. The messages are made available for easy selection when editing invoices, quotes and credit notes.

 

The easiest way of adding standard customer messages is simply to enter a customer message when editing an invoice (for example). When the invoice is saved, you will be offered the option of saving any new customer message into the standard list of messages.

 

Messages can also be managed via the Setup tab. To open the Message Manager:

 

Make sure the Setup tab is selected.

 

The select the General subtab.

 

Click the Manage Customer Messages button in the toolbar.

 

manage-customer-messages

 

The Message Manager dialog will then be displayed.

 

managemessagesdialog

 

 

To edit an existing message ...

 

Click the message in the list to select it and then edit the message text in the edit box at the bottom.

 

To add a new message ...

 

Click the Add button to add a new message and then enter its text in the edit box at the bottom.

 

To delete a message ...

 

Click the message in the list to select it and then press the Delete button.

 

To close the Message Manager dialog ...

 

Press the Close & Save button.

 

All changes are automatically saved.

 

Note: No changes will affect any existing invoices.

 

See Also

 

Setup