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

**URL:** <https://community.getswipe.in/t/how-to-set-default-notes-terms-for-pro-forma-invoice-in-web/1842>\
**Category:** General\
**Created:** [March 12, 2025, 8:52am UTC](https://community.getswipe.in/t/how-to-set-default-notes-terms-for-pro-forma-invoice-in-web/1842 "2025-03-12T08:52:25Z")\
**Posts on this page:** 1\
**Page:** 1

<div class="post-metadata">

**Author:** ![Sanmeet\_7](https://yyz1.discourse-cdn.com/flex003/user_avatar/community.getswipe.in/sanmeet_7/32/6547_2.png) [@Sanmeet\_7](https://community.getswipe.in/u/Sanmeet_7)\
**Post date:** [March 12, 2025, 8:52am UTC](https://community.getswipe.in/t/how-to-set-default-notes-terms-for-pro-forma-invoice-in-web/1842/1 "2025-03-12T08:52:25Z")

</div>

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

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

 ![image](https://canada1.discourse-cdn.com/flex003/uploads/getswipe/original/2X/4/4315cfb0be55ea9203b65115dc902185ec04db5b.jpeg)

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

 ![image](https://canada1.discourse-cdn.com/flex003/uploads/getswipe/original/2X/b/b2c9dd1412df8696b6d55592f292a902c86aaeec.jpeg)

 ![image](https://canada1.discourse-cdn.com/flex003/uploads/getswipe/original/2X/9/9a42391f03d761ab7b008c40b462c00fab37a53b.png)

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

 ![image](https://canada1.discourse-cdn.com/flex003/uploads/getswipe/original/2X/4/4c095185388e07153fcff88a7859a1ddbfade091.png)  
 ![image](https://canada1.discourse-cdn.com/flex003/uploads/getswipe/original/2X/8/8145a888c1092ca5be5e7a7a5d695e1daaba8d49.png)

**Step 4** : Enable default option\>\> Save

 ![image](https://canada1.discourse-cdn.com/flex003/uploads/getswipe/original/2X/e/ef06099fc70ef5dac23cc13f13f7552eb7a6a457.png)