V9 - Customer messages and Vendor messages
You can send customer messages on sales transactions and vendor messages on purchase orders to describe exact details of a sale or purchase, make shipping arrangements, or any additional information that you wish to convey.
A message can be entered manually in the Customer message field on sales transactions and in the Vendor message field on purchase orders. But if you often reuse the same messages, a company administrator can create predefined messages in the Customer messages list (Tools & settings > Configuration > Lists > Customer messages) or in the Vendor messages list (Tools & settings > Configuration > Lists > Vendor messages). Once created, the saved messages can be accessed on transactions.
Creating a predefined message. To create a new message for either list, select +Add, complete the Name and Message fields. Then save.
Using a predefined message on a transaction. Selecting the Predefined messages button (located just above the Customer message field on a sales transaction and above the Vendor message field on a purchase order) opens a list of messages from which you can choose. Only one predefined message can be selected for the transaction. Selecting another will overwrite the previous one.
Whether you enter a message manually or create a predefined one, the maximum message length is 1000 characters. For an explanation of the differences between how messages, notes, and comments are used, see Customer notes, Comments, and Customer messages or Vendor notes, Comments, and Vendor messages.