Help Centre

Notes are repetitive instructions printed on every outgoing document (quotation, work order, and invoice). Once set up in your business profile, they appear automatically on every document you send.

• Quotation Note — printed on the quotation PDF shared with your customer. e.g. "Invoiced amount may differ based on actual work done."
• Job Note — instructions for your team on the work order. e.g. "Call customer at least 1 hour before arrival."
• Invoice Note — printed on the customer invoice. e.g. "Thanks for choosing us — we hope to serve you again."
• Payment Note — also on the invoice, detailing how you want to receive payment — bank details, payment links, etc.