Invoices - Adding Notes to Invoices

This article will assist you with adding Notes onto the Services invoices for Families to view.

Overview

Adding notes onto your Services invoices will assist you with passing further information onto your Families. e.g.

• Generating a Manual Invoice and adding notes in reference to Due Dates (Term Based Billing)
• Reminding Families of your Services Fee Payment Policies

Adding the Notes

To add the Notes onto your Invoices.

1. Select the Settings Screen
2. Select the Payment & Billing Settings Icon

3. Select Edit General Settings

4. Tick the option of Notes are displayed on Invoices
5. Note on Invoice - Add in the note you would like to display
6. Select Save

The notes will then be displayed on the last page of the Invoice.

Updated on: 01/02/2023