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Document customization

How to edit default terms and notes

Prepare default messages for invoices and quotes without writing them from scratch each time.

Updated

For: Owner, Admin

Before you start

  • Have your business logo and colors ready.
  • Do not save changes when you are only reviewing.
  • Review invoice and quote views before applying the design.

1. Open Documents

  1. Go to Settings > Business profile > Documents.
  2. Move to the invoice and quote message sections.
  3. Review the current message before changing it.
1. Open Documents

2. Edit messages

  1. Use the notes field for text you want to reuse on documents.
  2. Keep the text clear and customer-facing.
  3. Include payment terms, warranties, or instructions when they apply.

3. Save changes

  1. Review the document preview.
  2. Confirm the text is not too long.
  3. Click Save when it is ready.

States and options you may see

Invoice notes message

Means: Default text that can appear on invoices.

Next step: Write clear instructions for the customer.

Save

Means: Applies the new message.

Next step: Use it when you are done reviewing.

Quote

Means: Lets you review how a quote will look.

Next step: Switch tabs to review that document.