How to Set default notes/terms for pro forma invoice in web?

[Sanmeet_7]

To set default notes/terms in pro forma invoice , please follow the path bellow:

Step 1: Sales>> Invoices>> Document settings>> Scroll down a bit

Step 2 : Click on add notes and terms>> Notes/Terms>> Select pro forma from dropdown

Step 3 : Click on new pro forma invoice notes >> Enter required notes/terms>> Save

Step 4 : Enable default option>> Save