You can create and customize branded invoices that reflect your company's identity. These invoices are emailed to your customers. As part of the available customizations, you can add a default note that appears on all your invoices. A default invoice note is a custom message or information you can pre-set to appear automatically. Follow the steps below to learn more.
1- In your Melio dashboard, select the Settings icon (⚙️) at the bottom of the far-left sidebar.
2- Once the Settings menu expands, find and select Invoice settings from the settings sidebar menu that appears.
3- In the main content area on the right, select + Add default note on invoice.
4- In the pop-up window, add a note that will appear as the default on all of your new invoices. Your note can be up to 500 characters long.
5- Once done, select the Save button.
That's it! Your default invoice note is now set and will appear on all new invoices.
To edit or remove the invoice note, return to your Invoice settings.