Hi, I have noticed that you are able to add a note to the customer on an invoice, is there a way to save the note as a default?
Hey ST84
Great question! Right now, there isn’t a way to save a customer note as a default for all new invoices, it needs to be added manually each time.
That said, we’ve heard this request from a few users, and we’ve passed it on to the product team as something to consider. A default note option could definitely help speed things up if you're using the same message regularly.
Appreciate you bringing it up, it’s feedback like this that helps us shape what comes next! 🙌
Thanks,
Hannah
Having a default note on all invoices would save us SO much time!!
Please add in into the next upgrade. 🙏🏻
Hey Eziasiatravel we can't promise that it will be in the "next upgrade", but we're definitely working on it. We hope to have some good news soon.
