Add or Edit the Default Standard Invoice Notes

You can create up to three notes (Standard, Note 2, and Note 3) on customer invoices. The label names of Notes 2 and 3 can be customized.

Set the Standard Notes

From the main toolbar, select Options, then Notes (or from the Edit menu, select Preferences > Invoice tab > Customize ... > Note tab).
Select one of the three options to edit (Standard, Note 2, or Note 3).
To insert one of the profile fields (10 shown in the image below), click and select a field. The field name will appear with double angles as a placeholder (e.g. «Email»).
When finished, click OK to save and close the form (and if necessary, click OK to save and close Preferences).

Note: If your invoice prints multiple pages, we recommend removing any extra space, shortening the text added, or making the font size smaller.

Toolbar options

(1) Font Face: Change the font face (selections from the drop-down list are fonts installed on your computer).
(2) Font Size: Change the font size.
(3) Font Color: Change the font color.
(4) Bold: Make the selected text bold.
(5) Italics: Italicize the selected text.
(6) Underline: Underline the selected text.
(7) Grow Font: Increase the font size.
(8) Shrink Font: Decrease the font size.
(9) Font Dialog (includes options 1 - 6 along with additional options)
(10) Insert Merge Field: Insert contact profile fields in the note. See below for more information about each field that can be inserted.
(11) Alignment: Left, center, right, or justify the text.
(12) Numbering/Bullets: Start a numbered or bulleted list.
(13) Decrease/Increase Indent: Decrease or increase the indent level of the paragraph.
(14) Notes: Select the note to be edited (Standard, Note 2, and Note 3).
(15) Edit List: This allows you to change the note names for Note 2 and Note 3 (Standard note is set by default, and the name cannot be changed).

Contact Profile fields that can be inserted

Account Balance: Displays the account balance before the current invoice was created.
Address: Includes Street 1, Street 2, City, State/Province, and Zip/Postcode
Best Time To Call: Options include Anytime, Morning, Afternoon, or Evening.
Email: Displays the Email 1 field.
First Name: Displays the First Name only.
Last Name: Displays the Last Name only.
Name: Displays both the First and Last Names.
Phone: All: Displays the Home, Mobile, Other, and Work phone numbers.
Phone: Home: Displays the Home phone number only.
Phone: Mobile: Displays the Mobile phone number only.
Phone: Other: Displays the Other phone number only.
Phone: Work: Displays the Work phone number only.
Reward Currency: Displays the Rewards currency balance before the current invoice was created.
Reward Points: Displays the Rewards Points balance before the current invoice is created.
User Code 1: Displays the information from the User Code 1 field.
User Code 2: Displays the information from the User Code 2 field.
User Code 3: Displays the information from the User Code 3 field.
User Code 4: Displays the information from the User Code 4 field.
User Code 5: Displays the information from the User Code 5 field.