One-click convert quote to invoice
Problem:
When a client approves my quote, I waste time manually creating a new invoice and retyping all the line items.
Solution:
Please add a "Convert to Invoice" button on approved quotes that automatically copies all details, client info, and line items to a new invoice.
Benefit:
This would save hours of admin work and stop mistakes from retyping. Every other invoicing software has this.
Ndzalama Maltin
shared this idea
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Ndzalama Maltin
commented
This would be huge for cash flow. Approved quotes should turn into invoices with 1 click. It’s standard in other software.