Add default text to an invoice or estimate

Sometimes you might want 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 set up or edit an invoice, select the "Set default Additional Text" link.


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 big "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 set up a new invoice or edit a draft one, select the link to edit the 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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