Add Default Comments to Invoice, Estimate, Purchase Order, Credit Memo

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 setup, 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.

Screen_Shot_2018-03-22_at_1.10.18_PM.png


iOS and Android

  1. Go to Settings
  2. Tap Customize invoice
  3. Tap on Options
  4. Tap on Footer
  5. Tap on Comments
  6. Enter the text you want to display as a default in the comment section of the invoice
  7. Tap on Save

Screen_Shot_2018-03-22_at_1.10.03_PM.png


Web

  1. Go to Settings
  2. Click Options
  3. Click on 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

 

Have more questions? Submit a request