Modify and Add Text to Your Documents

It is possible to modify your invoices, quotes, purchase orders or other documents to add additional information.

For example, you could want to inform your customers about payment terms, about an upcoming change in your organization's policies or others.

You can add text in two different ways. One is available for all your clients and the other only for a specific client: 

1. Add Texts to Documents for All Clients

2. Add Text for a Specific Client

1. Add Texts to Documents for All Clients

On the left main menu, click on Configurations > Configurations.

Click on the Branches tab and select a branch or create another by clicking on +New.

Once you've selected the Branch you were looking for, go to the Customization of Documents tab. Here are the options you have:

• Text to display at the bottom of invoices;
• Text to display at the bottom of quotes;
• Note to display for insurance declarations on rental contracts;
• Text to display at the bottom of purchase orders;
• Text to display at the bottom of delivery notes;
• Text to display at the bottom of work orders;
• Legal notice for storage;
• Legal notice to display on invoices and estimates;
• Advertising message displayed on quotes and invoices.

Click on Save and Close once your changes are completed.

2. Add Text for a Specific Client

On the left main menu, click on Clients > Clients and select the Client.

In the client's file, go to the Terms tab and enter your message in the text box below Term written on invoices.

Then click on Save.