# How to Set default notes and terms for purchase invoice in web?

**URL:** <https://community.getswipe.in/t/how-to-set-default-notes-and-terms-for-purchase-invoice-in-web/1811>\
**Category:** General\
**Created:** [March 11, 2025, 12:02pm UTC](https://community.getswipe.in/t/how-to-set-default-notes-and-terms-for-purchase-invoice-in-web/1811 "2025-03-11T12:02:14Z")\
**Posts on this page:** 1\
**Page:** 1

<div class="post-metadata">

**Author:** ![Sanmeet\_7](https://yyz1.discourse-cdn.com/flex003/user_avatar/community.getswipe.in/sanmeet_7/32/6547_2.png) [@Sanmeet\_7](https://community.getswipe.in/u/Sanmeet_7)\
**Post date:** [March 11, 2025, 12:02pm UTC](https://community.getswipe.in/t/how-to-set-default-notes-and-terms-for-purchase-invoice-in-web/1811/1 "2025-03-11T12:02:14Z")

</div>

To set default notes and terms in purchase invoice, please follow the path bellow:

**Step 1** : Sales\>\> Invoices\>\> Document settings\>\> Scroll down a bit

 ![image](https://canada1.discourse-cdn.com/flex003/uploads/getswipe/original/2X/5/5cf6b792ff55a39645d22bbe200bd646bdba39f4.jpeg)

**Step 2** : Click on add notes and terms\>\> Notes/Terms\>\> Select purchase from dropdown

 ![image](https://canada1.discourse-cdn.com/flex003/uploads/getswipe/original/2X/a/a7cd5caf1204e52c5e7bd4bdfc99155b08a76691.jpeg)

 ![image](https://canada1.discourse-cdn.com/flex003/uploads/getswipe/original/2X/a/aed6427938830cd916a4a8dac2d23435a0ec0281.png)

**Step 3** : Click on new purchase notes\>\> Enter required notes/terms\>\> Save

 ![image](https://canada1.discourse-cdn.com/flex003/uploads/getswipe/original/2X/4/4165a703d8e19c6ccd823394312aa934f85fbf66.png)  
 ![image](https://canada1.discourse-cdn.com/flex003/uploads/getswipe/original/2X/2/22c125bb84bfc25fb325b701892fd8ab3a20e959.png)

**Step 4** : Enable default option\>\> Save

 ![image](https://canada1.discourse-cdn.com/flex003/uploads/getswipe/original/2X/5/592b4d0e7839a8d91d49547b1b6788b82d086f60.jpeg)