Adding Notes, Terms, or Payment Instructions to Invoices

Need to include a refund policy, bank transfer details, or payment link?

To Add a Note to All Invoices:

1. Go to Finances > Finance Settings

2. At the top, find Invoice Footer Notes

3. Add your custom text (e.g., "Pay via Square at [link]" or "Payment due within 14 days")

4. Click Save

This note appears at the bottom of every invoice.