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