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.

 

iPhone and iPad

  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

Android

  1. Go to Settings
  2. Tap Customize invoice
  3. Tap 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

Web

  1. Go to Settings
  2. Click Options
  3. Click on Footer
  4. Click on Notes
  5. Once you make a new Invoice you will see the default comments on the bottom left hand side of the screen
  6. Click Save design

Do these steps look different? If so, you may be using a previous Invoice2go version. See instructions here.

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