How to add a note to all invoices for a customer

Context

For various reasons, you need the same note or mention to be automatically added to all invoices generated by ProAbono for a specific customer.

This note or mention can contain text only.

Where does the note appear on the invoice?

The note appears below the amounts and above the payment notice.

Procedure

1. Go to the Billing section
   • Click the “Invoices & Payments” button from the left menu.
   • Select the relevant customer.
2. Access the form to modify the customer’s billing settings
   • Click on the “Next Invoice” box.
   • Click the “Actions” button and then “Update Settings”.
   • Write the note that will appear at the bottom of the next invoices.

This note will appear at the bottom of all future invoices generated by ProAbono for the specified customer. It is not retroactive.