Add Default Comments to Invoices

You can create and display your own default comments on invoices and other document type 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 past documents.

You can set up separate default comments for invoices, estimates, purchase orders and credit memo.

iPhone and iPad

  1. Go to Settings
  2. Under the Default section, tap Comments
  3. Tap Invoice
  4. Enter the text you want to display as a default in the comment section of the invoice
  5. Tap on Done

Android

  1. Go to Settings
  2. Under the Default  section, tap Default Comments
  3. Tap on INV
  4. Enter the text you want to display as a default in the comment section of the invoice

Web

  1. Go to Settings
  2. Select Defaults
  3. Click Comments
  4. Select the document you wish to add the comments to
  5. Once you make a new Invoice you will see the default comments on the bottom right hand side of the screen
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