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How do I set a default invoice note in Barti?

Go to Organization Settings → Invoice Settings and enter your text in the Default Invoice Note field. It will automatically populate on all new invoices.

Written by Dan Healey

Who this is for: Barti administrators.

Before you start, you'll need:

  • Admin access to your Barti organization

Steps

  1. Open Barti and navigate to Organization Settings → General; then scroll down to Invoice Settings.

  2. Enter your text in the Default Invoice Note field. It can be up to 500 characters.

  3. Click Save.

What you'll see when it works

Your default note automatically populates the Patient-Facing Notes field on all new invoices going forward.

Troubleshooting

Will changing the default note affect invoices I've already created?

No. Changing the default note only affects invoices created from that point forward — it doesn't retroactively update existing invoices.

Can I override the default note on an individual invoice?

Yes. Staff can edit or clear the default note on any individual invoice as much as they like, without affecting the org-wide setting.

I still have questions about invoice settings.

Email [email protected] and our team can help.

Related articles

Article type: How-to Product area: Organization Settings / Billing Audience: Admin Last reviewed: [YYYY-MM-DD by Name] Alternate phrasings (for Fin matching): - Set a default note on all invoices - Organization Settings Invoice Settings - Default Invoice Note field - How do I auto-populate a note on invoices? - Change the standard invoice note - Where do I set a default invoice message? - Admin invoice settings in Barti - Add a note to every new invoice automatically -->

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