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How can I add a note to my invoice or proposals?

Adding notes to invoices and proposals

Written by Yzza

Aside from your mailing address, header and footer, and invoice labels, you have another place to add a customized message to your invoices.

Unlike all those mentioned, notes cannot be fixed; you'll have to add this to every new invoice.

To add a note:

  • Go to the invoice you'd like to edit

  • Below your client's details and above your first line item is a blank box

  • Fill in this box with your desired note! You can use this to provide additional information about the charges, reminders, payment instructions, a quick thank you, or whatever you prefer!

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