How to add default text to an invoice

This article explains how to put some additional information, such as the company and VAT numbers or cheque payment details, on to each of your FreeAgent invoices.

As you create or edit an invoice, select 'Set default Additional Text'.


A text box will appear. Type in the text that you want to appear on each of your invoices.


Once you've finished typing, select 'Save' to keep the text or 'Cancel' to close without saving it.

If you select 'Save', you'll see that the default text then appears in the 'Additional Text' box.


I want to change the text on just this one invoice.

Edit the text in the 'Additional Text' box.


I want to change my default information.

As you create a new invoice or edit a draft one, select 'Edit default additional text'.


Make your changes, then select 'Save' to keep them or 'Cancel' to exit without saving.


Please note, changing the default information will overwrite any changes you have made by typing into the 'Additional Text' box for just this one invoice.

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