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How Do I Add Notes to an Invoice (One-Time or Permanent)?

Learn how to add notes to individual invoices or set permanent notes using Invoice Terms in Event Temple. Includes steps for updating notes, adding payment instructions, and customizing what clients see.

Updated over a week ago

You can add notes to invoices either per-invoice or permanently through your Invoice Settings.

Add a Note to a Single Invoice

Option 1: While Creating the Invoice

  1. In a Booking, open the Invoices tab.

  2. Click + New Invoice and fill in the details.

  3. Enter your message in the Notes field.

  4. Click Save.

Option 2: On an Existing Invoice

  1. Open the invoice.

  2. Scroll to Notes.

  3. Click the Edit (✏️) icon.

  4. Add or update your note — it saves automatically when you click outside the field or press Enter.
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Tip: Notes appear on the client-facing invoice, so they’re perfect for payment instructions or helpful context.

Add a Permanent Note to All Invoices

If you need information to appear on every invoice, add it to your Invoice Terms:

  1. Go to Settings → Organization → Invoice Settings.

  2. Enter your permanent message under Invoice Terms.
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  3. Click Save.

You can also add subheadings in your template if you need to organize this info more clearly.

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