How to Create Invoice Notes

Objectives

• Create Invoice Notes
• Use these Notes in Invoices

Steps

Invoice notes are predefined messages that can be inserted directly into any invoice. They can be used for payment details, bank account information, or any other important comments you want to include at the end of an invoice. These notes can be prepared in advance and saved for future use.

How to Create an Invoice Note

• Open the Billing Module

• Navigate to Configuration → Settings.

• Under the Invoices section, click on Invoice Notes.

• Click Add New Invoice Note

• Name the Note: Give it a relevant title describing its purpose.

• Enter the Note Details:

  • Write the content in the provided paragraph field.

  • Customize the text by adjusting font styles, adding titles, inserting links, changing alignment, etc.

  • Use Placeholders to dynamically insert invoice-related details like: Invoice ID, Client Name, Dates, Status, etc.

• Save the Invoice Note

• Once saved, the note will be added to your list for future use.

• You can edit, delete, or set a default note from the settings page.

How to Use an Invoice Note

• When creating an invoice, go to the Additional Info step (last configuration page).

• Click on the Notes List and select a predefined note to insert into the invoice.
• The selected note will be automatically added and displayed on the final invoice.

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