Invoicing Defaults

1. Default Invoice Notes (Footer on Invoices)

You can add a standard note that will appear on all invoices.

Where to find it: Administration > Company Details > Default Invoice Notes

How it works:

• This note is automatically added to the bottom (footer) of every invoice.
• It’s ideal for:
  • Payment instructions (e.g. bank details)
  • Terms & conditions
  • General reminders or policies

2. Default Invoice Email Body

This controls the message sent when emailing an invoice to customers.

Where to find it: Administration > Company Details > Default Invoice Email Body

How it works:

• You can customise the main email message your customers receive.
• The system uses merge fields (shown in brackets like {{OwnerName}}) to automatically insert booking and customer details.

Important: Do not remove or alter merge field formatting ({{ }}), as this may stop data from populating correctly.

3. Default Statement Email Body

This controls the message sent when emailing account statements.

Where to find it: Administration > Company Details > Default Statement Email Body

How it works:

• Similar to invoice emails, you can customise the message content.
• Merge fields ({{ }}) will automatically insert relevant information such as owner details and balances.

Quick Tips

• Keep messages short and clear for better customer readability.
• Use invoice notes for static info (e.g. bank details).
• Use email bodies for communication tone and messaging.
• Always test emails after making changes.