Saved Notes: Less typing, more doing

Ever find yourself typing the same thing on every invoice? An NDIS number, a rego, a job reference, or that one note you always include? Yeah… it gets old fast. 

That’s where Saved Notes come in. Save up to 10 notes and reuse them whenever you need, no more retyping, no more copy-paste. 

How it works: 

There are two ways to use Saved Notes 👇 

From inside an invoice

1. Open or create an invoice
2. Scroll to the bottom and tap Saved customer notes
3. Select Create note to add a new one, or Use note to add an existing one 

 

From settings

1. Go to More → Invoice settings → Customer notes  
2. Tap the + in the top right to create a new note  

Set it once, use it whenever, and finally retire the copy-paste routine.

 

If you’ve got any questions, drop us a message below or jump into the app to chat with us via More >> Chat with us 🙂