## Zoho Billing - Product, solutions, integrations, support, and resources Index

Access the complete documentation index at:
https://www.zoho.com/en-sg/billing/llms.txt

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# 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.

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**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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