Creating & Adding Note Templates to Invoices

You can create note templates for your invoices, so that you can easily add the same note to each invoice! These can be added or edited while creating an invoice.

Creating a Template

1. In the New Invoice window, go to the Note section and click on the Magnifying Glass icon.

   

2. From the Invoice Notes Templates window, click on + Invoice Note to create a new template.

   

3. In the Add a New Template window, enter the following details to complete it:
   1. Name (of the template)
   2. Sharing options (if you have a team)

   3. Text (the message you want to show on the invoice)

      

4. Once you're done, click Save so you can use this template appears in the invoice template choices.

Adding a Template

1. Create a new invoice by either choosing an existing invoice template or starting with a blank invoice.

   

2. Go to the Notes section and click on the Magnifying Glass icon.

   

3. Select a note template from the list.

   

4. Once you select a note template, it will be added to the Note section of the invoice. You can also edit the note as you like.

   

5. Once you click Create Invoice, the note will appear at the bottom of the invoice.