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.

<img alt="Customer Notes and Terms and Conditions" src="/invoice/kb/images/estimates/customer-notes-terms-conditions1.png" width="900">

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.
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<img alt="Terms &amp; Conditions, Customer Notes" src="/invoice/kb/images/estimates/customer-notes-terms-conditions2.png" width="700">
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