Invoice Inserts and Messages are read only. Adding inserts and messages is done via Desktop Client.
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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.
You can view invoice messages and inserts that have been applied to customer accounts. Note: This requires IDI platform version 16.2 or higher.
Access to this view is via the Customer Menu by choosing BILLING > Inserts & Messages.
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The display is in grid format. You can toggle between Inserts and Messages views. The view defaults to Inserts.
These columns are displayed for inserts:
ID
Insert Number
Start Date
End Date (default sort column, descending)
These columns are displayed for messages:
ID
Note
Start Date
End Date (default sort column, descending)