No sticky notes required! If you’re already a Debitoor user, you know how fast and simple it is to create an invoice. Adding all customer details and product information with just a few clicks (or taps if you’re using the Android or iOS mobile app!).
Including the necessary details such as invoice number, issue date, and payment terms are either updated automatically or can be adjusted with a click or two. Different tax rates can be added by invoice line, and discounts applied overall or by item. Plus, you can easily change the currency or even the language of your invoice.
In other words, the options for creating an invoice in Debitoor go beyond the convenient template and professional designs. But what if you need to add more information for your customer? What if there are details that you want to include on every invoice? The good news is that there are options for that as well!
Adding notes to an invoice
The first and most obvious place to include additional information on your invoice is in the ‘Notes’ section. You’ll find this at the top of your invoice template in the section that also contains customer details.
Designed to be used for added details that are to be communicated to the customer, anything entered in this field will appear on the top section of the invoice. This places it front & centre and can be useful for specific information about a sale.
However, if there is information that you would like to see applied to every invoice automatically, this is also an option. To add text to every invoice you create by default, type the text into the ‘Notes’ field. You’ll see blue text appear at the bottom right of the box saying ‘Save as default’. Click this and the text will be saved and added to each new invoice.
Adding terms & conditions to an invoice
The second place to add more information is at the bottom of the invoice template. This is the ‘Terms’ field. You’ll find it underneath the subtotals and total section.
This field is typically used to include terms or conditions of the sale, or instructions for payment, for example. The text entered in this box will appear at the bottom of the invoice once completed.
Like the ‘Notes’ section, if there is text here that you’d like to apply to every invoice automatically, you’ll also see the blue ‘Save as default’ text pop up at the bottom right of the box once you start typing. Click this to apply the text to all new invoices automatically.
Adding attachments to an invoice
Finally, there’s the option to add attachments to your invoices. This can be useful if you have a standard document containing Terms & Conditions that is longer than would potentially look good on an invoice.
It can also be used for features such as a product catalogue or price list, or even promotional material for future sales or special offers coming up. Attachments, like the Notes or Terms, can also be added as default, which means they can be uploaded once and automatically included with every invoice after that - an easy and fast way to include all the necessary information with each invoice you send.
With all of these, if at any time you wish to remove the text or the attachments from being added automatically, you can delete the text and click the ‘Save as default’ option once more.