## Zoho Billing - Product, solutions, integrations, support, and resources Index Access the complete documentation index at: https://www.zoho.com/en-ng/billing/llms.txt Use this file to discover all available documentation pages before proceeding. [Back](./) # How do I provide default customer notes, terms & conditions on my quotes? How do I retain these on the converted invoice? ![](/billing/images/ue-resources/llm-utility-menu/sparkle-ai.svg) Explore With AI ![](/billing/images/ue-resources/llm-utility-menu/dd-arrow.svg) * [Open in ChatGPT (opens in new tab)](https://chatgpt.com/?prompt=Analyze+the+content+of+https%3A%2F%2Fwww.zoho.com%2Fen-ng%2Fbilling%2Fkb%2Fquotes%2Fcustomer-notes-terms-conditions.html+and+understand+it+thoroughly+so+I+can+ask+questions+about+it.) * [Open in Claude (opens in new tab)](https://claude.ai/new?q=Analyze+the+content+of+https%3A%2F%2Fwww.zoho.com%2Fen-ng%2Fbilling%2Fkb%2Fquotes%2Fcustomer-notes-terms-conditions.html+and+understand+it+thoroughly+so+I+can+ask+questions+about+it.) * ![Copy for LLM](/billing/images/ue-resources/llm-utility-menu/copy.svg) Copy for LLM * [![View as Markdown](/billing/images/ue-resources/llm-utility-menu/md.svg) View as Markdown (opens in new tab)](/en-ng/billing/kb/quotes/customer-notes-terms-conditions.md) **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. * * *