How to Manage Remark Template

What is a Remark Template

A remark template in Biztory allows you to save predefined messages or notes that can be quickly added to your sales invoices. This feature saves time and ensures consistency, especially for commonly used remarks like payment terms, thank-you messages, or special instructions. By selecting a remark template, you can customize your invoices effortlessly while maintaining a professional touch.

Important Note
There are limitations on remark templates based on the plan. If you have any questions, please contact Customer Service

Maximum 2 Remark Templates
- M Plan  

- Basic Plan 

Maximum 5 Remark Templates 
- L Plan 
- XL Plan 
- Growth Plan

- Pro Plan 

- Elite Plan  

How to Manage Remark Template

1. Click on Profile and select Settings on Company Tab

2. Click on Sales

3. Click on Remark Template

4. Click on Add Remark Option

(If you are

5. Enter Template Name

6. Enter description

7. Click on Save

8. Click on 3 dots

9. Click on 3 dots

10. Here you can edit and delete remark template