In Zoho Books how do I use default invoice terms and conditions when creating an invoice from the estimate

In Zoho Books how do I use default invoice terms and conditions when creating an invoice from the estimate

In order to use default invoice terms and conditions when creating an invoice from the estimate, you will need to disable the option to carry forward the terms from estimate to invoice. To do so, please follow the steps below:

  • Click on the gear icon on top right corner.
  • Click 'More Settings'.
  • Scroll down to see this estimate settings option 'Do you wish to carry forward notes and terms from your estimate to invoice?'
  • Click on the 'Configure' button, uncheck 'Terms & Conditions' option and click save.