History and Notes - Links to quotes from Invoice when copied over
Track or link quote to purchase order to bill to invoice. This would allow you to track the full life cycle of a deal
John O'Connor
shared this idea
Thanks for sharing your idea, and letting us know the changes that matter most for you.
In Classic Invoicing, there was a history and notes link between the quote and the invoice when the invoice was copied from the quote.
At the moment, that same history link isn’t available for quotes copied to invoices in the newer experience. We understand how helpful that audit trail is, especially when you need a clear record between the two transactions, so this is being moved to gaining support for the quote to invoice history workflow.
However, we are happy to say that this is still available in bills copied over from purchase orders , the link is still available above the history section
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Alex Sharifi
commented
I would like this because it would help me track whether purchase orders were to fulfil special orders. Or if the special order item is part of a larger purchase order, it would be nice to see which line items were intended to fulfil a special order.