Notes

What is it

A free-text section for additional information, terms, or messages. It provides flexibility to communicate matters not covered by standard fields.

When is it required

It is optional. It is useful for clarifying payment terms, delivery conditions, or adding a personal touch.

Common legal disclaimers

Businesses often use this section for standard protection clauses:

• Title Retention: "Goods remain the property of [Seller] until paid in full."
• Late Payment Interest: "Interest of X% per month charges on overdue accounts."
• Errors & Omissions: "E&OE - Errors and Omissions Excepted."

Formatting tips

Keep notes concise. Use bullet points if listing multiple conditions. Avoid all-caps, which can look aggressive.

Common pitfalls

• Burying critical legal terms here where they might be missed. Legal terms should be prominent.
• Writing lengthy essays that clutter the invoice. Invoices should be concise.
• Using unprofessional language or tone. The invoice is a business document.

Common mistakes when filling the field

• Contradicting information found elsewhere in the invoice.
• Leaving default placeholder text like "Thank you for your business" when customization is better.
• Using it for payment details which should have their own section.

Why is it there

It captures edge cases and specific instructions. It humanizes the transaction. It allows for ad-hoc communication without altering the template.