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Saved notes for invoices and estimates

Saved notes save you from typing the same thing every time: warranties, terms, reminders.

Create your notes

1. Open a new invoice or estimate. Next to Notes, tap + Create saved notes (or Manage if you already have some).
2. Enter a Short name (for example "30-day warranty") and the Note text. + Add note adds another.
3. Tap Save notes.

4. 

Use them

1. Under Notes, open + Add a saved note… and pick one. Its text is added on a new line.
2. You can pick several and also type anything else in the same box.

Related articles

Create a shop invoice with the vehicleCreate a shop invoice with the customer, their vehicle, the repair order, mileage, parts and labor.Shop estimates and turning them into invoicesWrite an estimate with the vehicle and odometer, then turn it into a shop invoice when the customer accepts.

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