How do I provide default customer notes, terms & conditions on my quotes? How do I retain these on the converted invoice?

To set a default customer notes and terms & conditions for the estimates created,

• Navigate to Settings > Preferences > Quotes.
• Fill the Terms & Conditions and Customer Notes boxes with the content you wish to have on all the quotes you create.
• Click on the Save button.

To transfer the content on the quote for customer notes and terms & conditions to the converted invoice,

• Navigate to Settings > Preferences > Quotes.
• Under Select quote fields that you’d like to keep the same on your invoices as well section, check on the Customer Notes and Terms & Condition boxes. This will retain the content on the invoices.

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