- How do I provide default customer notes, terms & conditions on my estimates? How do I retain these on the converted invoice?
- Can accepted estimates be automatically converted to invoices?
- How do I check if my customer has viewed the estimate/invoice that I’ve sent them?
- How do I change the billing/shipping address in an estimate/invoice?
- How can I add specific custom fields to my estimates?
- Estimates are called Quotes in my country. How do I change its name in Zoho Invoice?