How do I add a note to an invoice, estimate or receipt?

The message will appear on the bottom of your printed or emailed invoice, estimate, or receipt.

Smartphone


1.       In the main screen of your invoice, touch Invoice Options (or Estimate Options).
2.       Scroll to the bottom of the screen and type your message into the Notes textbox.

BlackBerry OS 7 or earlier

1.       In the main screen of your invoice, select Invoice Option (or Estimate Options) from the menu.
2.       Scroll to the bottom of the screen and type your message into the Notes textbox.

Windows PC

·         In the main screen of your invoice, type your message into the textbox on the bottom left corner of the screen.

Add a message to a payment receipt

Type your message into the Notes textbox of the payment screen. The message will appear on the bottom of your printed or emailed receipt.

 

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