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Need a way to see all my preset notes for invoices

Feature Requests

Can you add a tab to see all of the presets that we save to use in notes section on invoice to communicate with clients as well as for the email message body.
I would like to see them all so I can make changes as needed.

Posted by IDBN Lead Designer ·
1 comment

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Comments1

  • Deanna Corbitt

    •

    Apr 4, 2025

    We have quite a few different parts to our process and client needs. One place to edit our pre-sets for these as our business changes would be very helpful.