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

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

  • Navigate Settings -> 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.

Terms & Conditions, Customer Notes

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

  • Navigate Settings -> More Settings -> 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.

Terms & Conditions, Customer Notes

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