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How Do I Edit My Default Notes On Invoices
How Do I Edit My Default Notes On Invoices

Adding (or editing) a default note on your invoices.

Timothy Barnes avatar
Written by Timothy Barnes
Updated over a week ago

Editing the default notes on your invoices is easy!

NOTE: This is a great place to add manual payment instructions for customers who need to mail checks; or make electronic payments via 3rd party payment apps, and bank transfers. You can also use this to inform clients that 'Taxes are included' in the invoice total if you don't add taxes to each line item.


FROM THE WEB APP

Step 2: Customize your 'Default Invoice Notes'

Step 3: (Optional) Select 'Show additional notes at the top of invoice' to customize the default notes that appear at the top of the invoice.

Step 4: Save & Done!


Your notes will display on invoices in one of these two places.


FROM THE MOBILE APP

This setting can only be edited from the web app at this time.

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