Add Sticky Notes to Invoice Template

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अंतिम बार अद्यतन किया गया Jan 16, 2026

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Invoice Template with Sticky Notes Feature

Enhance your invoicing experience with our new Invoice Template featuring a Sticky Notes feature. Keep track of important information and updates right on your invoices.

Key Features:

Add sticky notes to invoices
Customize notes with different colors and sizes
Drag and drop notes to reposition them easily

Potential Use Cases and Benefits:

Remind yourself of payment terms or special instructions
Leave notes for your clients regarding specific details or requests
Collaborate with your team by sharing notes on invoices

Solve the customer's problem of keeping track of important details by integrating sticky notes directly into your invoices. Stay organized, communicate effectively, and streamline your invoicing process with this innovative feature.

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How to Add Sticky Notes to Invoice Template

01
Go into the pdfFiller website. Login or create your account cost-free.
02
By using a protected internet solution, you may Functionality faster than ever.
03
Enter the Mybox on the left sidebar to access the list of the documents.
04
Choose the sample from the list or press Add New to upload the Document Type from your desktop or mobile phone.
Alternatively, you may quickly import the required template from well-known cloud storages: Google Drive, Dropbox, OneDrive or Box.
05
Your form will open within the function-rich PDF Editor where you may customize the template, fill it out and sign online.
06
The highly effective toolkit allows you to type text on the document, put and change graphics, annotate, etc.
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Use sophisticated capabilities to add fillable fields, rearrange pages, date and sign the printable PDF document electronically.
08
Click the DONE button to complete the changes.
09
Download the newly produced document, distribute, print out, notarize and a lot more.

What our customers say about pdfFiller

See for yourself by reading reviews on the most popular resources:
Anonymous Customer
2018-02-07
It was easy enough to use the first time I tried. I was able to fill out my 1099's within a couple hours and file them with the IRS. It was so simple! I appreciate your service.
5
Anonymous Customer
2018-03-23
easy to use...but...make so forms can be shrunk so they aren't huge all the time when open, when they are huge and cannot be shrunk it can give you a headache...templates for forms ( or any often-used form) should stay at the top, to find them easy, instead of sinking down the list...you have to hit at least 5 buttons to print, and that is horrible...
4
Santos Jared C
2018-07-03
I hate having to type in a verification code when I leave for a bit. I know it is fro security reasons, but I would really appreciate it if you did not make it type the code.
4
ameecrews
2022-03-01
The tool is a little hard to learn at… The tool is a little hard to learn at first and takes some exporting and testing to settle on desired outcomes but was very happy with the end result. I canceled my use as i only needed it for one document but if i were regularly building docs like this i may have kept it.
4
CindyCarl
2020-11-05
I haven't even had a chance to try it… I haven't even had a chance to try it out yet. I'm already paying for it -- let me use it for a while!!
5
Jakub Gurdak
2020-10-17
Great for Work! Great for work, especially if you deal with a lot of documents, forms etc. Good for making templates, stitching documents together, creating packets, getting forms out for people to fill. Great that you can fax your documents right from the web interface... makes life a lot easier.
5

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
What if I have more questions?
Contact Support
Go to Sales, then select Customers. Select your customer from the list, then select Edit. Select the Notes tab, then add the information in the field. Select Save.
Go to the Gear icon and select Account and Settings. Choose the Sales tab on the left. Click in the Sales form content field. Under Custom fields, use the Internal check mark boxes to add the fields. ... Once you're finished click Save and then Done.
From the left menu, go to Sales or Invoicing, then select Customers. Select the customer. Edit the customer and select the Notes tab. Enter the information into the Notes field. Select Save.
Click on +Invoice, Settings (gear), click '... Yes you can. Click on +Invoice, Settings (gear), click 'customize what your customers see', Content, then click on bottom section and type your message.
Select the Gear icon at the top, then Account and Settings (or Company Settings). Select Sales from the menu on the left. In the Messages section, select the edit (pencil) icon. Enter the text of your message in the box.
On the Note tab, right-click on the pinned note then click Edit Selected Note. You can also use the Manage Notes button at the bottom, then select Add new or Edit Selected Note.
Click Customer at the top, then Customer Center. Look for the name of the customer, then click the Notes tab below the Customer Information. Double click the Notes to open them. Click Print.
From the left menu, select Reports. Go to Sales and Customers section. Select Customer Contact List. Note: You can modify this report by selecting the three vertical dots () icon, then Customize. ... Select the Export icon next to the Print icon, then choose Export to Excel.
Go to Sales, then select Customers. Select your customer from the list, then select Edit. Select the Notes tab, then add the information in the field. Select Save.
Click on the magnifying glass at the top center on your home page. Click on the Advanced Search hyperlink. Filter your search by selecting Invoices, Memo, and Contains or Equals. Enter the memo you're looking for in the field and click on the blue Search button.
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