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Overview

Snippets are reusable text blocks for invoices and proposals. Standardize payment terms, thank-you messages, and scope descriptions to save time and maintain consistency. Use snippets in:
  • Invoice notes
  • Proposal scope sections
  • Client messages
Benefits: Consistency, time savings, and Every Agent integration for professional messaging

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Creating Snippets

Go to Invoices → Customize → Add Snippet Fields:
  • Name: Internal identifier
  • Content: The reusable text
  • Default (optional): Auto-fill on new invoices
Ask Every Agent: Create snippets quickly:
  • “Create a snippet called ‘Net 30 Payment Terms’ with standard payment instructions”
  • “Make a thank you message snippet for first-time clients”
  • “Create a project scope snippet for website development projects”

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Common Snippet Types

Payment Terms: 
Payment due within 30 days. Late payments subject to 1.5% monthly interest.
Thank You: 
Thank you for your business! We appreciate the opportunity to work with you.
Project Scope: 
Includes design, development, testing, deployment. Two revision rounds included.
Timeline: 4-6 weeks from approval.

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Using Snippets

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In Invoices

Create/edit invoice → Notes field → Insert Snippet → Select snippet → Edit if needed → Save Default snippets auto-fill on new invoices but can be overridden
Ask Every Agent: Apply snippets to invoices:
  • “Use my standard payment terms snippet on this invoice for ACME Corp”
  • “Create an invoice with my ‘Thank You’ snippet in the notes”
  • “Add the late payment notice snippet to invoice #1234”

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In Proposals

Scope/Client Message: Click Insert Snippet → Select → Customize

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Setting Defaults

Edit snippet → Check Default for Invoices/Proposals → Save. All new documents will auto-fill with this snippet.

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Every Agent Integration

Every Agent references your snippets when creating invoices/proposals, ensuring consistent language and maintaining your brand voice. Example: “Create an invoice for ACME Corp” → Agent uses your default payment terms snippet automatically

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Managing Snippets

Access: Go to Invoices → Customize to view and manage all your snippets
Ask Every Agent: Manage your snippet library:
  • “Show me all my snippets”
  • “List all payment terms snippets”
  • “Create a new snippet for payment terms”

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Editing Snippets

Open snippet → Edit → Update → Save Impact: Only new uses get updated text. Existing documents preserved.
Ask Every Agent: Update snippets easily:
  • “Update my ‘Net 30 Terms’ snippet to change the email to [email protected]”
  • “Edit the thank you snippet to add our new phone number”
  • “Change my default invoice snippet to include online payment instructions”

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Deleting Snippets

In Invoices → Customize, find the snippet → Delete → Confirm. Historical documents with this snippet are preserved.
Deleted snippets cannot be recovered. Make sure you no longer need the snippet before deleting.

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Best Practices

Create snippets for repetitive text - Anything typed more than 3 times deserves a snippet.
Use clear names - “Net 30 Payment Terms” > “Terms 1”
Set defaults - Default snippets save the most time on common documents.
Update regularly - Keep contact info, policies, and pricing current.

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Snippet Examples

Net 30 Payment Terms: 
Payment due within 30 days. We accept credit cards and bank transfers.
Late payments subject to 1.5% monthly interest.
Thank You: 
Thank you for your business! We appreciate your trust and look forward
to continuing to serve you.
Website Development Scope: 
Includes: Custom design, responsive development, CMS integration, SEO, 2 revision
rounds. Excludes: Content creation, photography. Timeline: 6-8 weeks from approval.

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Next Steps

Create Invoices

Use snippets in invoice notes

Create Proposals

Use snippets in proposals

Every Agent

Every Agent uses your snippets for consistency

Organization Setup

Set organization-wide defaults
Need help? Contact support at [email protected]