Set your Default Invoice Comments

Default invoice comments will automatically populate on your invoices but can always be edited or removed.

Quick Jump To Guide:
Summarized Steps
Steps with Images

1. Click on your name in the bottom left corner to navigate to your Account Settings.
2. Select the Collateral Style tab in Account Settings.
3. Click the Default Settings tab.
4. Adjust the top field, Default Invoice Comments.
5. The platform will autosave any adjustments made here.

To set or adjust your default invoice comments, head over to your Account Settings.

Next, look for Default Settings tab under the Collateral Style tab.

When a new invoice is created, that message will automatically show up under the Invoice Comments section. You can always add to or remove this message from an invoice.

Invoice comments can be found at the bottom of the invoice, directly under the balance information.