Overview 

This guide explains how to customize notes for different document types in Moon Invoice.

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Step-By-Step-Instructions

Step 1: Open the Moon Invoice Application

• Open the Moon Invoice application.

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Step 2: Open the Company Section

• From the left menu, click on Companies.
• Select the company for which you want to customize the Notes.

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Step 3: Open the Notes Section

• In the selected company’s details, locate and click Notes.

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Step 4: Customize Notes

• Locate the field for the document type you want to customize, such as Invoice, Sales Receipt, Proforma Invoice, or Estimate.
• Enter or edit the Notes in the relevant field.
• Use the formatting toolbar to customize the text.

Available formatting options: 

• Bold - Makes the selected text bold. 
• Italic - Displays the selected text in italics.
• Underline - Underlines the selected text.
• Text Color - Changes the text color.
• Font Size - Changes the text size.

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Step 5: Save the Changes

• Review the customized Notes.
• Click Done to apply the changes. 

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Important Notes

• Select the correct company before customizing the Notes.
• Update the Notes in the relevant document field.
• Click Done to apply your changes.
• Preview the generated document to verify that the Notes appear as expected.

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Expected Result

The Notes are customized for the selected document types and are available for use the corresponding for use in the corresponding documents in Moon Invoice.