Adding custom messages to your clients on an invoice isn't anything new and we all (hopefully) do it, but with Aisle Planner's online invoices, you can easily format the notes section of any invoice as well as add links to anything you like! You'll also be able to call attention to your most critical details or clearly outline your payment instructions and next steps.

LINKING TO SUPPORTING DOCUMENTS
This new linking feature is especially helpful if you would like to reference supporting documents relating to your invoice. Want to link to the final BEO to a catering invoice? Or, need to reference one of your Style Guides so you can easily point to the images of flower samples on the order? How about linking to another payment portal or accounting platform? Simply highlight the desired text and insert the link behind it!

Here's an example...

Do you offer linen rentals as a part of your services? Here are a couple ways you can easily guide your client to reference what is on their linen order by inserting a link:

  • Link to the linen Style Guide containing the images of the linens on the order. Email the Style Guide to yourself and then copy the URL when you open the Style Guide in your browser.
  • Link to the online inventory on your website.

CALLING OUT IMPORTANT ACTIONS WITH RICH-TEXT EDITING
Along with adding links, you also have the ability to use rich-text formatting to aid in readability. Emphasizing important instructions or calls-to-action have never been easier. Below is a list of the rich-text editing features available in the notes section of an invoice:

  • Edit: Undo, Redo, and Clear Formatting
  • Font-Style: Regular, Italic, Bold, and Underline
  • Lists: Bulleted and Numbered
  • External Links

With these new editing functions, you'll be able to make changes more efficiently. You can communicate the right details and get that invoice to your client for payment quicker. You'll also be able to call attention to your most critical details or clearly outline your payment instructions and next steps.

INVOICE TEMPLATES
Be sure to add recurring messaging into your Invoice Templates so you're not re-creating the wheel each and every time.

DON'T FORGET TO THANK YOUR CUSTOMERS
And, of course, we all love our clients, so don't forget to tell them how amazing they are. ❤️ 

RELATED ARTICLES:

Using the Notes Section of a Quote or Quote Template

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