Note templates are reusable blocks of text — terms, payment instructions, bank details, thank-yous — that you drop onto invoices, estimates, receipts, and credit notes without retyping them every time.

Create a template

  1. Open Settings > Invoicing.
  2. Scroll to the section for the document type you want — Estimates, Invoices, Receipts, or Credit Notes. Each type has its own template library.
  3. Click + Add next to the section name.
  4. Fill in:
  • Name — an internal label so you can tell templates apart (e.g. "Standard payment terms", "Bank transfer EUR").
  • Content — the body text. The rich text editor supports bold, italics, lists, and links. Use real wording — line breaks, paragraphs, and bullet points are preserved on the PDF exactly as you write them.
  1. (Optional) Tick Set as default to use this template automatically on every new document of that type.
  2. Click Save Template.

Use a template on a document

  1. Open the invoice / estimate / receipt / credit note.
  2. Scroll to the Notes field at the bottom.
  3. Click Insert template — your saved templates appear in a picker.
  4. Click the one you want — its content drops into the notes field.
  5. Edit freely after inserting — the template is a starting point, not a lock.

Manage templates

  1. Open Settings > Invoicing.
  2. Click View all next to the section to see every template for that document type.
  3. From the list you can:
  • Click a template name to edit it.
  • Toggle the default flag.
  • Delete a template you no longer use.

Changes to a template do not modify documents that already use it — past documents preserve the wording they were issued with.

Tip: A common setup is one default template per document type with your standard terms, plus a small number of named alternatives (e.g. "Bank transfer USD", "Bank transfer EUR") you switch to depending on the client's currency. New documents pick up the default automatically, and switching takes one click.

Note: Default note templates respect document type — your default invoice notes do not appear on estimates, and vice versa. Set a default per type if you want consistent boilerplate across every document.