PlanIt EPOS · Invoices & Getting Paid

Add a note to a quote, invoice or receipt

What does this do?

A note is printed on the document and shown on the copy the customer opens online. You can add one when writing the document, afterwards on a finished document, or just for one email.

How to use it

  1. When writing a quote or invoice, type in the notes box under the lines. It prints under the items.
  2. On a document that is already saved, open it from Invoices, Quotes or History and press Note.
  3. In Note on this document, type the note and press Save note. The figures stay locked; only the note changes.
  4. To add a message to one email only, press Email and type in Add a note (optional) before Send now.
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Related guides

Edit an invoice (and when you can't)

An invoice can be edited until money has been taken against it or stock has moved. After that a change is made properly with a refund or credit note, or by voiding it and raising it again.

Invoices & Getting Paid

Email a receipt, invoice, quote or statement

Every receipt, invoice, quote and statement can be emailed straight from the till with the PDF attached. No mail program is needed, and when the customer replies it comes back to your shop's email address.

Receipts, Refunds & History

See who changed a quote, invoice or receipt

Every document keeps its own history: when it was raised, each payment, every email sent, the payment method changing, notes, and every edit with what changed, when and by whom. It answers the question 'they said they were never told'.

Receipts, Refunds & History

Use standard messages on a quote and add your own

Standard messages are ready-made lines you tap to build a quote's description, such as what is included or who moves the furniture. Add your own once and it is on every till.

Quotes

Chase unpaid invoices automatically

Once switched on, the till emails the customer a reminder shortly before an invoice is due and keeps reminding them every few days once it is overdue, until it is paid. You set it up once.

Invoices & Getting Paid

Customer hasn't paid: what to do

The Invoices screen shows every invoice with money still owing and how late it is. From there you can resend it, let the till chase it automatically, and record the payment the moment it arrives.

Invoices & Getting Paid
Questions this guide answers
  • How do I add a note to an invoice?
  • Can I add a message when I email a quote?
  • Does the note show on the customer's copy?

Last updated 2026-09-03 · Direct link for this feature