Text on invoices

You can use snippets to quickly add standard texts to your tasks. Additionally, you can create a fixed text for your invoices.

Snippets

Snippets are a collection of saved texts that you can use freely on your order tasks. The texts are saved by category: Task description or Task note.

To view snippets, open any order task and click the edit icon. In both the description and the note, you will see a lightning icon on the right. Click the icon to view and manage the snippets for that category.

 

To create or edit snippets, select Manage snippets via the lightning icon. Here you can see an overview of your snippets in the selected category, where you can edit or delete them.

Click the Add new button to create a new text. Remember to save all changes by clicking Save.

 

Fixed texts on reports

If you want to add extra text at the bottom of e.g. an invoice, you must first create a customised report:

1. Go to Setup > Reports

2. Click Create in the Report section

3. Give the new report a name (e.g. "My invoice")

4. Select type (e.g. "Invoice")

5. Select language

➡️ Read about customised reports and invoice layout

 

Once the report has been created, you can add the text:

1. Click the edit pencil

2. In the Extra information section, you need a text key named extra_invoice_text

3. If it does not already exist, create it yourself

4. Enter the desired text in the Default text column

You can see the result next to it after pressing F5 to reload the page.

Remember to set your new report as the default report.
➡️ Read about selecting a default report

If you need additional text lines on a report, our support team can help you. Please note that you may be charged for time spent on report customisations.

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