This article will teach you how to add default terms and notes that will appear on ALL of your newly created invoices.
First, you will need to navigate to Settings > Service Templates.
Then, open up any service template with an invoice attached.
Note: If none of your templates have an invoice, you can simply open the template and click +ADD INVOICE from the left panel to add an invoice.
Clicking terms or notes will allow you to set the defaults for all of your future invoices for this specific service.
Note: Adding information directly into these fields will NOT apply to ALL future invoices and work orders. Those notes and terms will only apply to work orders and invoices for that template specifically rather than all invoices or work orders.
To add a Default Terms and Notes:
Click the green plus button in the upper right corner, select new invoice, select a customer (can be a sample customer), Select the billing address, And add the Line Item.
Scroll down to terms and notes.
click ADD.
An invoice will be created, scroll down to the terms and notes field > click the 3 dots, and select "Set Default for All Invoices"
A window will appear.
Add your Default Terms and Notes.