Overview
Invoice notes are the text that appears at the bottom of your invoice, typically used for payment instructions, thank-you messages, legal disclaimers, or late fee policies. With saved notes, you can write these once and reuse them across all your invoices.
Saved notes use a copy-on-select model. When you insert a saved note into an invoice, it copies the text into the notes field. Any edits you make on that invoice only affect that particular invoice. The saved version remains untouched, ready to use again next time.
Plan availability
Saved notes are available on Basic and Premium plans. On the free plan, use the Saved notes control next to the Notes label on the invoice form to upgrade and unlock the feature. Save as Note below the textarea appears only on Basic and Premium.
How to Save a Note
Step 01: Write your note
On the invoice creation or editing form, type your note content into the "Notes (as shown on the invoice)" field. This could be payment instructions, a thank-you message, or any text you want to reuse.
Step 02: Click Save as Note
Below the notes textarea, click the "Save as Note" button. A small title input will appear. Enter a short, descriptive title (for example, "Net 30 payment terms" or "Thank-you note") and click Save.
Step 03: Your note is saved
The note is saved to your account and will appear in your Saved Notes dropdown on all future invoices. You can save as many notes as you like.
How to Insert a Saved Note
Step 01: Open the Saved Notes dropdown
On the invoice form, look for the "Saved Notes" button to the right of the Notes label. Click it to open the dropdown showing all your saved notes.
Step 02: Select a note
Click on any saved note in the dropdown to insert its content into the notes field. The dropdown shows the title and a preview of each note to help you pick the right one.
Step 03: Customize if needed
After inserting, you can freely edit the text in the notes field for this specific invoice. Your changes only apply to this invoice. The original saved note stays exactly as it was.
Managing Your Saved Notes
You can manage all your saved notes from the dedicated Saved Notes page, accessible from the sidebar in your dashboard. From there you can:
Create notes
Add new notes directly from the management page without needing to be in the middle of creating an invoice. Give each note a clear title and write the content you want to reuse.
Edit notes
Update the title or content of any saved note. Changes to a saved note do not affect invoices that already used it, since the text was copied at the time of insertion.
Delete notes
Remove notes you no longer need. Deleting a saved note does not affect any invoices that have already used it.
Use on invoices
You can also edit and delete notes directly from the Saved Notes dropdown in the invoice form. The dropdown includes a link to the full management page.
Tips for Success
Pro Tip
- Use clear, descriptive titles so you can quickly find the right note when creating an invoice
- Keep a separate note for each purpose: payment terms, thank-you messages, late fee policies, disclaimers
- After inserting a saved note, tweak it for the specific client or situation without worrying about changing the original
- Review your saved notes periodically from the Saved Notes page to remove outdated ones