How do I provide default customer notes, terms & conditions on my estimates? How do I retain these on the converted invoice?
To set a default customer notes and terms & conditions for the estimates created,
- Navigate Gear Icon -> Preference > Estimates.
- Fill the Terms & Conditions and Customer Notes boxes with the content you wish to have on all the estimates you create.
- Click on Save.
To transfer the content on the estimate for customer notes and terms & conditions to the converted invoice :
- Navigate Gear Icon -> Preference -> Estimates.
- Under Select estimate 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.