## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/kw/books/kb/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?

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To set a default customer notes and terms & conditions for the quotes created,

*   Navigate to **Settings -> Preferences > Quotes**.
*   In the _General_ tab, fill the **Terms & Conditions** and **Customer Notes** boxes with the content you wish to have on all the quotes you create.
*   Click **Save**.

![Terms & Conditions, Customer Notes](/books/kb/images/quotes/customer-notes-and-terms-conditions.png)

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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**.
*   In the _General_ tab, under the **Select the fields in a quote that you’d like to retain when you convert it into a sales order or invoice** section, check the **Customer Notes** and **Terms & Conditions** options. This will retain the content on the invoices.

![Terms & Conditions, Customer Notes](/books/kb/images/quotes/fields-to-retain-in-invoice.png)

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