You can change the default Invoice Message and Private Note fields that will appear when creating a new invoice in Pruvan. These messages can contain certain fields based on the Pruvan Project in addition to entered text.
Customizing Invoice Default Messages
- Log in to direct.pruvan.com
- Click the user icon
- Select Account
- Click the Options tab
- Look for "Invoice Message Template" and "Invoice Note Template"
Your message will be added to the Invoice Message and Private Note fields on any new invoice you create. Any text added to these fields will display as entered. Additionally, you can add fields from your Pruvan Projects that will be added and change based on the project you are invoicing.
- Pruvan project fields can be added in double curly brackets {{ }}
- Available fields include:
- workordernumber
- address1
- address2
- city
- state
- zip
- county
- country
- status
- clientstatus
- fieldstatus
- description
- reference
- instructions
- clientinstructions
- customername
- customfield1
- customfield2
- customfield3
- customfield4
- customfield5
- assignedusers
Sample Invoice Note
As an example using the folllowing work order information:
Using the invoice message template:
Work Order {{workordernumber}} at address {{address1}} in {{city}}, {{state}} is {{status}}
Will display the following message on your invoice:
Work Order InvoiceOrder at address 110 E Main St in Round Rock, TX is Complete
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