Add a note to payslips and invoices

Adding notes to payslips and invoices

You're able to add a note or a message on Payslips that all employees for your selected pay entity (office code) will see.

  • This note will need to be added before pays are generated, or reprocess each paycycle to update the draft payslips for the selected period ending.

You can also add a note or a message on Invoices.

 

Add a note to your payslips

To add a note to your payslips for employees to view:

  1. Select the hamburger icon to open the full menu, and select Payroll Settings > Office Codes
  2. Select the relevant office code and click Edit.

  3. Add your message by completing the 'Additional Information Title on Payslip' and 'Additional Information on Payslip'. This is available to office codes that have been set up as a paying entity. Click Save.
  4. Add note on Payslip Example:

  5. The message will appear on an additional payslip page upon next payslip generation. You're also able to add a note for invoices. Repeat for any other office codes that are paying entities.
  6. Note: Don't forget to remove the message before the next paycycle if you do not wish for it to appear again.
Add a note to your invoices

To add a note to your invoices for your clients to view:

  1. Select the hamburger icon to open the full menu, and select Payroll Settings > Office Codes
  2. Select the relevant office code and click Edit.

  3. Add your message by completing the 'Additional Information on Invoice'. This is available to office codes that have been set up as a paying entity. Click Save.
  4. Add note on an Invoice example:

  5. The message will appear on an additional invoice page upon next invoice generation. Repeat for any other office codes that are paying entities.
  6. Note: Don't forget to remove the message before the next paycycle if you do not wish for it to appear again.
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