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How to add a default note to my invoices

If you want to add a default sales invoice note to all of your invoices, navigate to the ‘Your Account > Dashboard’, using the icon in the top right of your account, as shown below:

You’ll then need to go to ‘Document settings’ where you can type the text you wish to appear on your invoices in the box. 

Please note, you should avoid pasting text into the text editor box as this can cause problems when producing the invoice. You can also remove the “Produced by Crunch” label by unchecking the box underneath the text area.

Clicking on ‘Save settings’ will then take you back to the "Your Account > Dashboard” with a confirmation message that your note has been saved.

Note: A default sales invoice note will be overwritten by both a drafted invoice note and/or by the default invoice note for the specific client you are invoicing.

Last Updated: 12 Nov 2019 03:00PM GMT
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