Add Default Comments to a Document

You can create and display your own default comments on invoices and other document types that you send to your customer.

The default comment section is a great place to house additional information that you would like to share with your customers.

Once set up, default comments will be added to all new documents sent; default comments do not apply retroactively to the past documents.

You can set up separate default comments for invoices, estimates, purchase orders and credit memos.

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iOS and Android

  1. Tap Settings
  2. Tap Customize invoice
  3. Tap Options
  4. Tap Footer
  5. Tap Comments
  6. Toggle on Generic Notes
    • Additionally if you toggle this feature off, you can set a different message message for individual document types
  7. Tap Generic 
  8. Enter the text you want to display as a default in the comment section of the invoice
  9. Tap Save
  10. When you make a new Invoice, you will see the default comments on the bottom left under your Balance Due

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Web

  1. Click Settings
  2. Click Options
  3. Click Footer
  4. Under the Comments tab, select the check box and click into the Generic comment box to type your text
  5. Click Save design
  6. When you make a new Invoice, you will see the default comments on the bottom left under your Balance Due

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