Create Default Invoice Notes

Default Invoice Notes provide the ability to have a custom note included on each invoice. This section has a variety of uses, such as:

• 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:

1. Default Firm Level - The same note will appear on all invoices that use the firm default settings.
2. Client/Matter Level - Notes set for a specific client or matter.

Please Note: To ensure that your note appears on your invoices as desired, go into the Invoice Template Editor and check the box next to "Show Notes"

Default Firm Level:

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

Specific Client or Matter Level:

1. Click on the Clients or Matters tab from the main menu bar.
2. Select the Client/Matter you’d like to make the custom note for.
3. Go to the ‘Invoice Presets’ tab
4. Click the blue ‘Edit’ button
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

Please Note: 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 default notes after creating an Invoice, you’ll need to either manually update the notes for that Invoice or Delete and recreate the Invoice.