Zoho Invoice

FAQ

Global
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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?

Create credit note

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.

Terms & Conditions, Customer Notes


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