You can create and display your own default comments on invoices and other document types that you send to your customer.
The default comments 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
- Tap on the Profile Icon in the upper right corner of the home screen
- Tap Customize invoice
- Tap Options
- Tap Footer
- Tap Comments
- Toggle on Generic notes
- Additionally if you toggle this feature off, you can set a different message for individual document types
- Tap Generic
- Enter the text you want to display as a default in the comment section of the invoice
- Tap Save
- 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
- Click on your Company name in the upper right corner
- Click on Account & settings
- Click on Customize invoice options
- Click Footer
- Under the Comments tab, select the check box and click into the Generic comment box to type your text
- Click Save design
- When you make a new invoice, you will see the default comments on the bottom left under your Balance Due
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