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This guide is being written. The topics below show what it will cover.

Planned topics

  • Edit invoice settings for payment instructions and payment details.
  • Choose whether invoices include a client portal QR code and review the preview.
  • Add or edit notes for one job invoice and distinguish them from shop-wide settings.
  • Link tax and processing-fee changes to pricing/payment documentation rather than repeating those guides.
  • Explain which changes apply to future documents and which depend on the invoice source.