How to set Default Invoice Notes
Cassidy avatar
Written by Cassidy
Updated over a week ago

Need to include the same information on every invoice like copyright or payment information? You can set default invoice notes to avoid having to enter this information manually each time.

How to set Default Invoice Notes:

  1. Navigate to Account on the left-hand menu

  2. Scroll down and click Set Default Invoice Notes

  3. Enter any information or terms you would like to automatically populate on all your future invoices (you can also edit the information on each invoice individually)

  4. Click Save

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