How to add comments on the personalized invoice?

In the current version of InvoiceOwl, invoice and quote templates are customized using the Template Designer.

To access the Template Designer:

1. Click Settings in the left sidebar.
2. Under the Documents section, click Template Designer.

The Template Designer lets you customize the layout and appearance of your invoices and quotes. You can add notes, terms, and other content directly when creating or editing an invoice or quote, rather than through a separate comments setting.

If you need to add payment instructions or default notes that appear on all documents, go to Settings > Payment Instructions under the Documents section.

On the Mobile App

1. Tap the More tab (bottom right).
2. Tap Template Designer to customize your invoice and quote layouts.

To add default payment instructions that appear on all documents:

1. Tap the More tab > Settings.
2. Tap Payment Instructions.
3. Enter your instructions and save.