Add initial comments on your documents
With MoneyPenny, you may add initial comments for clients to your estimates, invoices or recurring invoices. These will allow you to:
* reflect better your brand identity
* personalize business correspondence
* make documents appear more professional
* increase the chances of receiving a prompt reply due to the customized communication. For invoices, this means you can actually get paid faster.
To do that, just go to ‘Settings’ ➝ ‘Preferences’ and mark the required check box. Save your changes afterwards.
The comments can always be edited when you create an estimate or an invoice. Simply enter the new comment in the text field shown below:
Once you save your estimate or invoice, you will see the comment appear on the draft as shown below: