Default footer notes for invoices and quotes
Set default footer notes in invoice and quote settings so new documents start with your preferred wording.
You can now set default footer notes for invoices and quotes. These appear at the bottom of the PDF, and new documents start with your wording already filled in.
Where to find it
Invoice settings live at /invoices/settings/ with separate pages for bank details, email, and footer notes.
Quote settings live at /quotes/settings/ with separate pages for email and footer notes.
How it works on create
When you create an invoice or quote, the footer notes field is prefilled from your settings if you have set a default. You can still edit or clear it before saving.
If a default is already filled in, Marshall leaves those notes alone and focuses on the summary and line items instead.
The create form also includes a Configure a default link so you can update the wording without hunting through settings.