How can I customize and save a "note to customer" on an invoice? I am able to customize the note but it`s not saving it for the next invoice. Thank you

We know how to make a default message that automatically appears on all your invoices in QuickBooks Online (QBO), Eva.

The message you enter in the Note to customer field when creating an invoice will not automatically save when creating new invoices. However, we can customize the invoice template you're using to make the message default for future invoices. Let me guide you on how:     

1. Go to the Settings icon in the upper right corner of the main dashboard.
2. Click Custom form styles.
3. Select the invoice template you're using and tap Edit.
4. Hit the Content tab and go to the lower part of the invoice template where the Note to customer is located.
5. In the Message to customer on section, enter the default message.
6. Press Done.

After completing the process, set the template as the default so that it applies to all future invoices you create. Here's how:

1. Go to the Gear icon.
2. Choose Custom form styles.
3. Find the custom invoice you'd like to set as your default.
4. Under its ACTION column, click the dropdown arrow.
5. Select Make default. You'll see (default) displayed by the default template name.

To learn more about customizing the appearance and layout of your invoices to enhance your business's communications, check out this article: Customize invoices, estimates, and sales receipts in QuickBooks Online. This also lets you decide what info your customers see and only add the details that matter most to your business.

If you need to change or set up messages to your customers and how to print a message on the statement, refer to this article for the steps and details: How to set up or change customer messages.

Additionally, we've added this article that'll help you gently remind customers about invoice due dates to receive the payment on time: Send invoice reminders automatically or manually in QuickBooks Online.

We are always available to assist you with tailoring invoices. If you need further help with sales forms transactions or any QuickBooks-related concerns, please reply to this thread. You have a good one, Eva.