How to Include Messages on Sage Timeslips Bills
You establish various messages that apply to all clients using the Messages dialog box in Sage Timeslips. You open this dialog box by choosing Setup→Messages.
The Text for All Bills messages, the Charges Due in Period messages, and the Debit and Credit Balance messages appear on all bills if you set up these messages. The only way you can suppress any of these messages is to delete any text you include in them.
To create any of these messages, select it in the list and then click Open. In the Message Edit dialog box that appears, type your message and click OK.
As you create any message, you can right-click to display a shortcut menu of additional commands. Use these commands to format text, insert today’s date, and insert field data tokens such as an invoice number or the date of the client’s last bill.
Use the Text for All Bills 1 and Text for All Bills 2 messages to create general messages that appear on all bills. You might, for example, create a “Thank you for your business” message in one of these two messages. Or if your business moves, you might include a reminder message that your address has changed.
Use the four Charges Due in Period messages to establish messages that appear only on bills that include overdue accounts receivable balances. The actual message that appears depends on the age of the overdue balance. You might want to use a gentle reminder for balances that fall into Period 1 and increase the strength of the message as the balance ages.
The debit and credit balance messages appear on all bills that have either a debit or a credit balance.
A bill showing that a client owes you money has a debit balance, while a bill showing that a client has overpaid you has a credit balance. A credit balance appears in parentheses on the bill, and its description states that it is a credit balance.
Global 1 through Global 20 messages differ from the other types of messages listed in the Messages dialog box because they are optional. That is, you can choose to display them on some client bills and not on other client bills.
Timeslips calls them global messages to indicate that the text you include in these messages should be generic enough to apply to all clients. You assign a global message to a client in the same way that you create a specific message for a particular client.