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Notes to customer

If you’d like to include a message or note on your invoices or quotes, you can set up a list of standard notes.  

This will save you from having to type the same note each time you create a sale. Notes are useful for things like greetings, memos, reminders and other salutations. You can also enter a unique comment when entering a sale.

To get you started, a few notes have been set up for you, such as “Final Sale”, “Happy Holidays”, and “Thank You!”. But you can create as many more as you like.

Set a default invoice note

Create a new note (or edit an existing one) and select the option Save as default for invoice. This note will now appear by default on all your new invoices.

Default note option highlighted