Help Centre / Quotes & Invoices / Setting default payment terms and notes
Setting default payment terms and notes
Pre-fill the notes, terms and email wording on every new document.
You can set defaults so every new quote and invoice starts with your standard notes, payment terms and email wording — no retyping the same lines each time.
- Tap More, then Email Defaults & Notes.
- Set your Default Notes — these appear in the notes section of every new quote and invoice.
- Set your Default Payment Terms — pre-filled on each new invoice.
- Optionally, write a default email body for quotes and for invoices.
- Tap Save.
In the email bodies you can use placeholders like [Client Name], [Total Amount] and [Business Name] — they are swapped for the real details automatically when the document is sent.
Was this article helpful?
Related articles
Still stuck? Contact JobFlo