How do I add a message on client invoices. I would like to add payment options.
On the Billing worksheet form there is a “Payments Worksheet” available.
I created a Snippet in the template editor which I then add to my invoices templates.
If you don’t know how to edit your templates you should review the webinars they put out and the helps pages. There’s lots of good info there. Templates - TaxCycle
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I put my message at the bottom of the invoice template (which I cloned) after all the other code. It appears on every invoice so there was no need to put any “{{ }}” code around it. Where exactly you put it will depend on which invoice template you’re using.
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This is what we do too.