Adding a Note to Invoices

When sending an invoice to your client, you can add a custom note or update the "Bill To" information for that specific invoice. You can also create a default invoice note that will automatically appear on all future invoices. This is especially helpful if you have standard payment instructions, due dates, or other information you want every client to receive.

Take a look below to learn how to add a note to an individual invoice or set a default note for all invoices.

How to add a note to an invoice

For step-by-step instructions see the video below or follow the Step-by-Step section at the bottom of this article.

Adding a note to an invoice:

Step 1: Go to the Site Summary page.

Step 2: Click "View/Send Invoice."

Step 3: Click the Bill To information.

Step 4: Update the Bill To information, if needed.

Step 5: Click in the area below the ordered products.

Step 6: Enter your desired note.

Step 7: Click "Print" or "Email."

Step 8: Your changes will automatically save.
 

Adding a default note to your invoices:

Step 1: Click the Business tab.

Step 2: Click the Business Details tab.

Step 3: Scroll to the Invoice Memo section.

Step 4: Enter the note you would like displayed on all invoices.

Step 5: Click "Save Changes."

Watch the video below for a demo:

Step-by-step:

Adding a note to an invoice

Step 1: Go to the Site Summary page for the property whose invoice you would like to modify. You can do this by clicking the Sites tab at the top of the page, searching for the property address, and opening the Site Summary.

Step 2: Below the list of ordered products, click the "View/Send Invoice" button.

Step 3: If the person paying the invoice is different from the client who placed the order (such as a broker or homeowner), click in the Bill To section.

Step 4: Make any necessary changes to the Bill To information.

Step 5: To add a custom note, click in the blank area below the list of ordered products.

Step 6: Enter the note you would like to appear on the invoice, such as payment instructions, a due date, or other important information.

Step 7: If you would like to send or print the invoice, click the "Print" or "Email" button. Otherwise, click "Close."

Step 8: Any changes you make will automatically be saved.