Documentation Index

Fetch the complete documentation index at: https://help.idibilling.com/llms.txt

Use this file to discover all available pages before exploring further.

IDI version 26.8 is now available.  Click here for details: IDI Updates.

About Inserts and Messages

Prev Next

Invoice Inserts

Invoice inserts are included with your customers' invoices. Your company coordinates the contents of the inserts with your print vendor. When Insert1, Insert2, or Insert3 is included in the billing information IDI sends the vendor, the appropriate insert is included.

If any part of a bill period falls between the Start Date and End Date of the insert, the insert is included with the invoice(s) of the associated bill period(s).

Note:

Invoice inserts selected on the customer account override inserts selected for the Invoice Format in Administration Console.

Invoice Messages

Invoice messages are displayed at the bottom of the Invoice window. Message entries can contain multiple lines on an invoice if more than one entry was made for that billing period.

If any part of a bill period falls between the Start Date and End Date of the message, the message appears on the invoice(s) of the associated bill period(s).

Note:

Invoice inserts selected on the customer account override inserts selected for the Invoice Format in Administration Console.