Create Default Invoice Notes

Default Invoice Notes provides the ability to have a custom note written on each invoice. This section has a variety of uses.

Some common uses include:

• payment remittance info
• wiring instructions
• an explanation of the payment plan that has been set for a Client/Project

There are two options for default invoice notes, the same note on all of the invoices, or specific notes set for a specific client or clients. Please keep in mind, to have the note included on the Invoices you will have to select an Invoice Template that contains a ‘Notes’ section. You will be able to modify this note if desired when creating an Invoice. 

To create a default invoice note for all clients and invoices follow the instructions below:

1. Click your name at the top of the page and select ‘Settings’ from the drop down
2. Go to the ‘Invoice Setup’ tab
3. Click the blue ‘Edit Settings’ button
4. Scroll down to the section titled ‘Default Invoice Note:’ and check the box next to ‘Use Invoice Note:’
5. Type in the box to add the desired note
6. Scroll back up and click the blue ‘Save’ button

To create a default invoice note for a specific client(s) follow the instructions below:

1. Click on the Clients tab from the main menu bar
2. Select the Client you’d like to make the custom note for
3. Go to the ‘Invoice Presets’ tab
4. Click the blue ‘Edit’
5. Scroll down to the section titled ‘Default Invoice Note:’ and uncheck the box next to ‘Use Default Note:’
6. Type in the box to add the desired note
7. Scroll back up and click the blue ‘Save’ button

Note: Please keep in mind that any Default Invoice Notes that have been added will only populate on newly created Invoices. If there are older invoices you’re wanting the notes on or if you have Edited the notes after creating an Invoice you’ll need to either manually update the notes for that Invoice or Delete and recreate the Invoice.