Add a customer-facing note to an invoice in Thryv Business Center™ to explain payment instructions, service details, or other information your customer needs. Clear invoice notes help customers understand the charges and what to do next.

This article covers creating a new invoice with a note before sending. The instructions do not cover changing an already-sent invoice, creating a credit note, or issuing a refund. For the complete workflow, learn how to create and send an invoice.

How to Create an Invoice With a Customer-Facing Note

1. Open Sales

Click Sales in the left-hand navigation.

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2. Start a New Invoice

Click New, then select Invoice.

The screenshot identifies the New control within Sales. Click New to open the available creation options.

The screenshot identifies Invoice in the creation options. Select Invoice to begin preparing the invoice.

3. Select the Customer and Complete the Invoice

Select an existing customer or create a new customer record.

The customer-selection screen lets you choose the invoice recipient. Select the intended customer before entering the invoice details.

Complete the billing information and add the products or services you are invoicing. Review quantities, prices, discounts, taxes, and the due date. For detailed instructions, learn how to complete invoice details and line items.

4. Open Terms & Notes

Click Terms & notes to expand the section.

The screenshot identifies Terms & notes in the invoice editor. Expand the section to access the customer-facing note field beneath the terms and conditions.

5. Enter Your Note

Type your customer-facing message in the note field.

Use the note for payment instructions, service details, or an explanation relevant to the invoice. The note appears in the invoice email and on the downloaded invoice PDF.

The screenshot identifies the text field used to enter the invoice note. Enter the message you want the customer to receive. Writing a discount or adjustment in the note does not change the invoice amount; use the appropriate invoice fields or credit-note workflow to adjust amounts.

6. Review and Send

Review the invoice and note, then click Send.

The screenshot identifies the Send control. Click Send when the recipient, invoice details, payment options, and customer-facing note are ready.

Australian and New Zealand accounts: Sent invoices are locked and cannot be edited directly. Review the invoice and note before sending. Draft invoices remain editable; use credit notes to record adjustments to sent invoices.

Limitations and Frequently Asked Questions

Where Will My Customer See the Note?

The customer-facing note appears in the email containing the invoice and on the downloaded invoice PDF.

Does Adding a Note Change the Invoice Amount?

No. The note field adds a message without changing charges, discounts, taxes, or the amount owed.

Is an Invoice Note the Same as a Credit Note?

No. An invoice note adds a customer-facing message before sending an invoice. A credit note records an adjustment to an issued invoice.

Australian and New Zealand accounts use credit notes to adjust sent invoices because sent invoices are locked. The generated credit-note PDFs include the required information for Australia and New Zealand.

Does a Credit Note Issue a Refund?

No. Creating a credit note records an invoice adjustment but does not return money through your payment processor. Handle refunds separately through the applicable payment workflow.

Can I Follow These Steps to Change an Already-Sent Invoice?

These steps create a new invoice with a note. They do not describe editing an already-sent invoice.

For regional editing restrictions and other invoice instructions, review Create and Send an Invoice.