Adding Notes and Terms to PDF Footer

You can add custom notes and payment terms to every invoice automatically. Here is how.

Setting Default Notes

Go to Settings → Invoices → Default Notes. Whatever you enter here will appear at the bottom of every invoice automatically.

Common things to add:

• Payment terms: "Payment due within 30 days of invoice date."
• Return policy: "All sales final. No refunds on custom work."
• Contact info: "Questions? Call (555) 123-4567."
• Thank you message: "Thank you for your business!"

Payment Terms

Set your default payment terms in Settings → Invoices → Payment Terms. Options typically include:

• Due on receipt — Payment expected immediately
• Net 15 — Payment due within 15 days
• Net 30 — Payment due within 30 days
• Net 45 / 60 — Extended terms for large commercial clients

The selected payment terms appear on every invoice and automatically set the due date.

Adding Notes to a Specific Invoice

To add a one-time note to a single invoice (without it appearing on all invoices):

1. Open the invoice
2. Tap the Notes field
3. Type your note
4. Save

This note only appears on that invoice.

Legal Language and Disclaimers

For formal contracts or compliance requirements, add legal language to the Notes or Terms field. This is especially useful for HIC (Home Improvement Contract) compliance or lien notice language required in your state.