Snippets are pieces of text or images you use often, such as a thank-you message, a warranty or payment instructions. Save them once in Favorites and add them to any invoice.
Add a snippet to an invoice
Open the invoice and tap Edit, or start a new invoice. At the bottom, next to Customer notes, tap Add text or image.
Tap Saved Snippet. You can also tap Text to type a note, or Upload Image to add a picture.
Choose a snippet from the list.
Check the text, then tap Insert Snippet.
The snippet appears under Customer notes. Tap ... next to it to edit or remove it. Then tap Save.
đĄ Inserted snippets are copies. Editing a snippet on one invoice doesn't change the saved snippet or other invoices.
Tap Preview on the invoice to see how the notes look to your client.
Please contact [email protected] if you need help or have questions.