Formatting Terms and Notes in Invoices

Originally Posted: May 17, 2023

We're excited to share a new update for invoices which allows you to customize the terms, conditions, and notes that appear by default. Plus, you can edit these sections when creating an invoice.

To access this feature, navigate to 'Payments', then 'Invoices'. Click on the gear icon to unveil options for editing the title, terms, and notes sections of an invoice. The interface is user-friendly, providing various formatting options, including the ability to insert links and line breaks.

This is what it would look like once you've made some adjustments: a custom title, followed by the terms and conditions you've outlined. What's even better is that you have the flexibility to customize these elements further on a case-by-case basis.

To learn more about this feature, you can look up topics like "how to create an invoice" or "invoice settings" in our help library. As always, we're committed to continually improving our platform, so stay tuned for more updates!

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