How do I add a note to all my invoices, estimates or receipts?
System Message – for all transactions
You can set a message to appear on all invoices (in addition to the message added to an individual invoice). For example, you can include your payment details & terms, warranty information, or a thank you message.
- Open the Settings menu by tapping the Settings icon.
- Tap Preferences.
- Under Custom Notes on Documents, set default messages for Estimates, Invoices, Credits, Payments, and Statements.
1. From the Street Invoice Main Screen, click Settings to open the System Settings menu.
2. Click Preferences .
3. In the section labeled System Message , set default messages for Estimates, Invoices, Credits, Payments, and Statements.