What you can save
Notes work well for:
- Payment terms and due-date reminders
- Short thank-you or policy lines
- Disclaimers you want on every invoice
How it works
Create and manage notes from Saved Notes (sign in required). On an invoice, pick a saved note to fill the notes field. Editing text on an invoice does not change the saved version, so your library stays the source of truth.
Plans
Reusable notes are available on Basic and Premium.