Invoice - Automatically generate invoices on quote acceptance
automatically generate invoices on quote acceptance and then autosend it.
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Abode Wardrobe Limited - commented
looking forward to this option save me explaining it to customers each time they accept a quote
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Gordon Lyon commented
This would be really useful! A lot of time and effort is wasted when we have to receive the accept notification, press the "convert to invoice" button ourselves, and then resend it. By then the customer's payment momentum may have been lost. The accept button should convert to an invoice and take the customer straight to the invoice or even the payment screen.
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Gerald Williams commented
Match received money to quote number for faster business transactions.
Could also generate an invoice marked PAID. -
Paul Fletcher commented
Would it be possible to copy an existing quote to a prepayment Invoice. Currently we send quotes to customers and then when paid, write this on the quote, but we require an Prepaid Invoice to be created instead, is this possible?
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Nick Unwin commented
TWO customers have asked for exactly this "how to I pay for this quote"
@Haydeb, what was you old accounting software? Lack of this feature holds up business cash flow to much
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Daniel haidar commented
how i just had the exact idea - how annoying when a client accepts a quote at a time when your not at the computer - so a qoute isnt generated for a few hours . . .or 12. . . it would be super handy if this was accepted. . . then boom. . . an invoice is now in there inbox - while they were just thinking about it. that would improve sales and efficiency instantly.
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Hayden King commented
Used this feature ALL THE TIME with my existing accounting program.
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Nick Unwin commented
YES! and add ability to 'Approve & Pay'