How to Add Notes or Payment Instructions

You can add notes or payment instructions to your invoice or estimate. These notes appear directly on the PDF document sent to your client.

How to add a note:

1. Create or open an invoice or estimate.

2. Scroll to the section Notes & Payment Instructions: 

3. Tap the field and type your message, for example, payment terms, discounts, or delivery details.

Save time by reusing previous notes

1. Right below the notes field, you’ll see the option “Copy from another invoice” (or estimate, depending on what you're editing).
2. Tap it to quickly reuse a note you’ve already written in a previous document.
3. This helps you maintain consistency and save time, no need to retype common messages.

Example uses:

• “Please pay via bank transfer”

• “10% discount for full upfront payment.”

• “Pick-up available at our store from Monday to Friday.”