How to add default notes?
You can add complete payment instructions and other necessary details to your invoices and estimates by using default notes. To do so:
Step 1: Click on the Menu button located at the top left corner of the home screen.
Step 2: A list of options appears. Select Setting from the list. A settings sub-menu will appear.
Step 3: From the settings sub-menu, select Default Notes.
Step 4: The Default Notes customization screen appears. Add your required details in the Invoice and Estimates Text boxes, and Enter the Save As Default button.
These notes get added to each new invoice or estimate.