What are memos?
A memo is a piece of text that you attach to a document to give extra information.
In Wello, you can add memos to:
Invoices
Quotes
Credit notes
Purchase orders
You use memos when you want something to be clearly written on the document. These text can include legal text, internal instructions, or other relevant information, and it appears at the bottom of the PDF document.
The memo text normally appears at the bottom of the printed or PDF document.
You can either:
Type your own text directly, or
Use memo buttons to quickly insert standard text.
The memo field and memo buttons
In the Overview tab of each document (invoice, sales order, quote, credit note, purchase order), you will see the memos section. This includes:
A memo text box, which is an empty area where you can freely type your own text.
Memo buttons under the text box (if configured).
Each button is clearly labeled (for example, “Payment terms” or “Return policy”).
When you click one of these memo buttons, its full text is added into the memo box.
You can click several buttons and also add your own free text, so you can build the memo exactly as you need it. All text inside this box will appear at the bottom of the final PDF document.
How to create a memo button
You can create memo buttons from the portal settings, in the Memos tab. This is useful for setting up or managing all memo texts in one place.
To do this:
Go to the portal settings, open the Sales menu and navigate to the Memos tab.
Click the plus icon (+) at the top to create a new memo button.
Enter the Memo Name. A multi‑language text field, and it is mandatory. This is the text shown on the button.
Enter the Memo Text: The actual text that will be inserted into the memo field of the object (invoice, sales order, etc.). This is a multilingual text area (mandatory).
Use In: Choose where you want this memo button to appear. For example:
Invoice
Sales Order
Quote
Credit Note
Purchase Order
Organization: Organization is selected by default if you are on a single organization. If multi organization, select the organization it applies to.
Click Save.
How to create a memo button from a document
You can also create new memo buttons while you are working on an invoice, sales order, quote, credit note, or purchase order.
Open the document (for example, an invoice).
Go to the Overview tab.
On the right side, find the Memos section.
Click Manage Memo in the memo section header. A window opens, showing a list of existing memo buttons.
Click the + (plus) icon to add a new memo.
Enter a Name. This is the short label that will appear on the memo button.
Enter the Text. This is the full text that will be added into the memo box when you click that button.
Choose where to Use In, for example Invoice, Sales Order, Quote, Credit Note, or Purchase Order.
Click Save, then OK.
The new memo button will now appear under the memo box on the document types you selected.
Using memos on documents
Once your memo buttons exist (created either from a document or from the Memos tab):
Open the document (invoice, sales order, quote, credit note, or purchase order).
Go to the Overview tab and locate the memo section.
In the memo box, you can type your own text, and/or click one or more memo buttons under the box.
When you click a memo button the full memo text is added into the memo box. If there is already text in the box, it will usually be added under that text.
When you print or email the document, the memo text appears at the bottom, so your customer or supplier clearly sees the information.
You can use memos on several types of documents: Invoices, Sales Orders, Quotes, Credit Notes, Purchase Orders. For each memo you create, you choose in the Use In field where it should appear.
Editing and deleting memos (pen and bin icons)
In the memo list, whether in the Memos tab or in the Manage Memo window, each memo has two small icons:
The pen icon is used to edit a memo. When you click the pen, you can change the memo name, the memo text, and where it is used.
The bin icon is used to delete a memo. When you click the bin, you remove that memo so it can no longer be selected on documents.
The Memos tab and the filter at the top
In the Memos tab, you can see a grid with all the memos that have been created.
At the top of this tab, there is a simple filter bar made of buttons.
Each button represents a type of document that can use memos, for example:
Invoice
Sales Order
Quote
Credit Note
Purchase Order
These buttons act as filters, when more than one button is selected, the grid shows all memos for all of those selected document types together.
For example, if both Invoice and Sales Order are selected, the list shows every memo that can be used on invoices and every memo that can be used on sales orders.
When you want to see only memos created for a single type of document, you select only that one button and make sure the other buttons are not selected.
For example, to show only memos created for invoices, you select just the Invoice button. The grid will then show only the memos that are used on invoices.
The same idea works for Sales Orders, Quotes, Credit Notes, and Purchase Orders.
This filter makes it easy to quickly find and manage memos for a specific type of document.