Rekaz invoice and receipt notes: text, links, colours and pictures

Use the two notes editors to add standard messages to your documents. Each has its own toolbar. This reference explains each control and how to keep the result useful for a customer reading a digital or printed document.

Settings → Invoice Settings → Invoice Notes / Receipt Notes

Invoice Notes

Write the standard message customers should see on invoices. For example, “Keep this invoice for your service details” tells the reader why to keep the document. Use wording that makes sense for every invoice, rather than a particular customer’s name or appointment.

This editor is independent of Receipt Notes. Clicking inside it switches the desktop sample to the invoice so that you can review the message in context.

Receipt Notes

Write instructions that belong with the receipt, such as “Please show this receipt at reception.” The invoice message is not copied here automatically. Review both editors even when you want the same wording in both documents.

To remove either note, click inside its editor, select all the text and press Backspace, then save the page. Clearing one editor leaves the other unchanged.

Separate invoice and receipt notes with bold and italic text

Select text before formatting

Select only the words you want to change before choosing bold, italic or a colour. Paragraph controls, such as headings and lists, affect the selected paragraphs. Check for empty paragraphs in a selection: they can leave unwanted spacing in the document.

Undo — backward arrow

Undo reverses an editing change, such as accidentally deleting a sentence. It operates within the note editor; it is not a way to reverse every setting on this page. A disabled arrow means there is no editing step available to undo.

Redo — forward arrow

Redo reapplies an editing change you have just undone. Check the result before saving, particularly when the change restored a whole paragraph or a list.

B — Bold

Use bold to make a short, important instruction stand out. Select the words and click B; click it again on bold text to remove that emphasis. Making the whole note bold gives the reader less help finding its most important part.

I — Italic

Italic changes the style of the selected words. It can be combined with bold, but check the sample at its printed size before deciding that the result is easy to read.

Strikethrough

This button draws a line through selected words. It changes the note’s appearance; it does not cancel a service or change an invoice amount. For standard customer instructions, deleting obsolete wording is usually clearer than leaving crossed-out versions.

H1 — first-level heading

Use H1 for the main heading of a note section, such as “After your visit.” Apply it to a short heading paragraph, then keep the actual instructions as ordinary text. Review the space it occupies on a narrow receipt.

H2 — second-level heading

Use H2 for a section below a main heading. Heading levels organise paragraphs; selecting H2 is different from simply making a few words bold. A short note may need no heading at all.

H3 — third-level heading

H3 provides another level beneath H2. Use it only when the note needs that structure. Several nested headings can make a short receipt harder to follow, so check whether plain paragraphs would be clearer.

Bulleted list

Use bullets for separate reminders of equal importance. The button turns the selected paragraphs into list items. Check that each reminder occupies its own item and that no blank item remains.

Numbered list

Use numbering when the reader must follow a sequence. For example, an instruction to show the receipt before waiting to be called has an order; unrelated reminders do not need numbers. Review the resulting list after changing several paragraphs at once.

Chain-link button

Select meaningful words, such as “Browse our services,” then open the chain-link button. This keeps the visible phrase readable while letting you enter its destination separately.

Link URL

Enter the full destination address, including https://. Check the entire address: a correct-looking phrase can still point to the wrong page. If the instruction must work on paper, include wording that a reader can act on without clicking a link.

A meaningful phrase and its destination URL

Add Link

Add Link applies the destination to the selected words. It does not save the invoice-settings page. Review the wording and destination before saving the page configuration.

Update Link

Select existing linked text and open the chain-link button. Its current address appears and the action changes to Update Link. Replace the address and apply the update when the destination has changed but the wording should remain.

Remove link — broken chain

The broken-chain button removes the destination and leaves the words in place. Use it when the sentence is still useful but no longer needs to be clickable. Deleting the sentence itself is a separate edit.

Text colour palette

Select the words, then open the palette. Choose colour for readability: a dark tone on white paper is easier to read than a pale accent. Do not rely on colour alone to communicate an essential instruction.

Preset colour swatches

Click a swatch to apply that colour to the selected text. The check mark identifies the current preset when it matches one of the displayed options. Choosing black is useful when returning coloured wording to a simple, readable style.

Colour-picker control

The small colour block opens the browser’s colour picker. Its appearance depends on the browser. Use the hexadecimal field beside it when you already have an exact colour value.

Custom hexadecimal colour

Enter a complete six-digit colour value beginning with #, such as #374151 for dark grey. Paste the complete value rather than leaving a partial code. Applying a valid value changes the selected text and closes the palette; reopen it to inspect the choice.

Preset colours and a custom hexadecimal value

Image button

Place the cursor where the image should go, then open the image button. It offers URL and Upload options. Be careful if words are selected: inserting an image can replace the selection. Keep essential instructions as ordinary text.

URL tab

Use URL when the picture is already available at an address you can use. This option provides a separate alternative-text field. It differs from selecting a local file under Upload.

Image URL

Enter the address of the picture itself, rather than a page that contains it. After insertion, check that the picture actually appears. An address in the field alone is not enough to confirm that the image can load.

Alt Text

Describe the purpose of the image briefly, for example “Business logo.” This describes the image rather than adding a visible note beneath it. Write any instruction the customer must read in the editor itself.

Image address and descriptive alternative text

Insert Image

Insert Image places the URL image in the note. An empty Image URL does not insert a picture. Inspect its position and the surrounding wording before saving; if you selected words first, check whether the picture replaced them.

Upload tab

Choose Upload to use a picture from your device. Switching tabs chooses how to add a picture; it does not save the note.

Click to upload image

Open the file picker and choose the intended image. Wait for Uploading to finish and check the image in the note before saving. If you only opened the file picker to inspect it, cancel there without choosing a file.

Choose a picture from your device

Remove an inserted image

Select the inserted image and press Backspace. Check the surrounding text afterwards, then save if you want to keep the removal. Removing the image from the note does not undo text that was replaced when it was inserted; use Undo while editing if needed.

Save and reopen

Review both notes and click Save on Invoice Settings. Reopen the page to check the wording and formatting you intended to keep. The same Save action also applies other changes you made to company and tax settings, so review those before saving.