: You can create custom layouts for your documents by navigating to the Templates section in your settings.
: Go to File > Save As , name it (e.g., notes.txt ), and choose a location. Daftra.7z
: For specific transactions, you can add text notes or attachments directly to an invoice via the Actions menu. Creating a Physical Text File : You can create custom layouts for your
If you simply need to create a .txt file on your computer to eventually include in a backup: name it (e.g.
: Add personalized text for customer communications by creating new templates under SMS Settings or Email Templates .
: Use Notepad (Windows) or TextEdit (Mac). Write your text : Enter the information you need.