How do I define a default note?

2 minutes read

You can add a note on all invoice, estimate ans bill. This information are usually the same this is why you can set a default note.

  1. Click on your name on the top left corner
  2. Select Your Company Settings
  3. Select Documents Settings in the company settings sub-menu
  4. You can now add a default note by filling the field Default document note
  5. Then click the Save changes button
The change will automatically be effective only on new documents.

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