Add Default Comments to a Document

You can create and display your own default comments on documents that you send to your customers.

The default comments section is a great place to house additional information that you would like to share with your customers.

Once set up, 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 memos.

iOS and Android

1. Tap the Profile Icon in the top right corner of the home screen
2. Tap Customize invoice
3. Tap Options
4. Tap Footer
5. Tap Comments
6. Tap Generic 
   • If the Generic notes toggle is toggled off, you can set a different message for individual document types
7. Enter the text you want to display as a default in the comment section of the invoice
8. Tap Save
9. When you make a new invoice, you will see the default comments on the bottom left under your Balance Due

Web

1. Click on your Company name in the upper right corner
2. Click on Account & settings
3. Click on Customize invoice options
4. Click on Footer
5. Under the Comments tab, click into the Generic comment box to type your text
   • If the Generic comment box is unchecked, you can set a different message for individual document types
6. Click on Save design
7. When you make a new invoice, you will see the default comments on the bottom left under your Balance Due