--- title: How do I add a recurring note to an invoice? description: This article explains how to add recurring notes to invoices. --- [Skip to content](https://kb.opus1.io/how-do-i-add-a-recurring-note-to-an-invoice#main-content) English Show submenu for translations ![Opus1-3-icon-color-1.png\]](https://kb.opus1.io/hs-fs/hubfs/Opus1-3-icon-color-1.png?height=50&name=Opus1-3-icon-color-1.png) Open main navigation Close main navigation - English Show submenu for translations - Go to opus1.io Go to opus1.io Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [opus1io Knowledge Base](https://kb.opus1.io/?hsLang=en) 2. [Clients](https://kb.opus1.io/clients?hsLang=en) 3. [Invoices](https://kb.opus1.io/clients?hsLang=en#invoices) # How do I add a recurring note to an invoice? ## This article explains how to add recurring notes to invoices. **What is a Recurring Note?** A recurring note is a persistent message or reminder that can be added to an invoice, ensuring that important information is consistently communicated.  There are 3 methods used to accomplish this. You can add a recurring note:   [To a payment plan](https://kb.opus1.io/how-do-i-add-a-recurring-note-to-an-invoice#payment) [At sign-up](https://kb.opus1.io/how-do-i-add-a-recurring-note-to-an-invoice#signup) [After booking](https://kb.opus1.io/how-do-i-add-a-recurring-note-to-an-invoice#subscription) ### **How to add a recurring note to a payment plan** Navigate to the service for which you'd like to add an Recurring Invoice Note: ![Screenshot 2024-03-22 at 3.37.53 PM](https://kb.opus1.io/hs-fs/hubfs/Screenshot%202024-03-22%20at%203.37.53%20PM.png?width=688&height=340&name=Screenshot%202024-03-22%20at%203.37.53%20PM.png) From the top tabs, click on **PAYMENT** **![Screenshot 2024-03-22 at 3.39.25 PM](https://kb.opus1.io/hs-fs/hubfs/Screenshot%202024-03-22%20at%203.39.25%20PM.png?width=688&height=388&name=Screenshot%202024-03-22%20at%203.39.25%20PM.png)** Click the edit icon: ![Screenshot 2024-03-22 at 3.41.28 PM](https://kb.opus1.io/hs-fs/hubfs/Screenshot%202024-03-22%20at%203.41.28%20PM.png?width=688&height=190&name=Screenshot%202024-03-22%20at%203.41.28%20PM.png) Select the payment plan by clicking **"Update"** ![Screenshot 2024-03-22 at 3.42.42 PM](https://kb.opus1.io/hs-fs/hubfs/Screenshot%202024-03-22%20at%203.42.42%20PM.png?width=688&height=272&name=Screenshot%202024-03-22%20at%203.42.42%20PM.png) Scroll down to the bottom and add the recurring invoice note. Click **UPDATE** when finished.  ![Screenshot 2024-03-22 at 3.44.09 PM](https://kb.opus1.io/hs-fs/hubfs/Screenshot%202024-03-22%20at%203.44.09%20PM.png?width=688&height=495&name=Screenshot%202024-03-22%20at%203.44.09%20PM.png) Adding recurring invoice notes at the payment plan level adds the note by default to all subscriptions created with that payment plan. ### How to add a recurring note at sign-up When manually booking a student, you can add a recurring invoice note at checkout. Click on "Add Note" at the bottom: ![Screenshot 2024-03-28 at 3.57.37 PM](https://kb.opus1.io/hs-fs/hubfs/Screenshot%202024-03-28%20at%203.57.37%20PM.png?width=688&height=568&name=Screenshot%202024-03-28%20at%203.57.37%20PM.png) Be sure to toggle "Recurring" and click **Add** to save changes.  ### ![Screenshot 2024-03-28 at 3.58.24 PM](https://kb.opus1.io/hs-fs/hubfs/Screenshot%202024-03-28%20at%203.58.24%20PM.png?width=688&height=333&name=Screenshot%202024-03-28%20at%203.58.24%20PM.png) ### How to add a recurring note to a student's subscription (after enrollment) You can add a recurring invoice note directly onto the subscription after sign-up.  Start by navigating to the student's profile:  ![Screenshot 2024-03-28 at 4.57.19 PM](https://kb.opus1.io/hs-fs/hubfs/Screenshot%202024-03-28%20at%204.57.19%20PM.png?width=688&height=353&name=Screenshot%202024-03-28%20at%204.57.19%20PM.png) From their Subscriptions, click **UPDATE** Scroll to the bottom to add the recurring invoice note  ![Screenshot 2024-03-28 at 4.00.14 PM](https://kb.opus1.io/hs-fs/hubfs/Screenshot%202024-03-28%20at%204.00.14%20PM.png?width=688&height=1278&name=Screenshot%202024-03-28%20at%204.00.14%20PM.png) Be sure to click "Replace" to save your changes.    If you have any further questions or concerns, please contact us via chat or at support@opus1.io - 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