I had an issue just recently when converting a Sales Quote to a Sales Invoice. Previously when doing this it used the wording I have set up in the Custom Field - Notes for my Invoices (which includes my bank account details). I am now finding that it is using the Custom Field - Notes for Quotes on the created invoice (which is a totally different message). Is there a way to change this or would I have to do each one manually - if I remember.
Many thanks for any help!!