Quotes - Track "Accepted" vs "Invoiced" status on sales quotes
In purchase orders, you can track "ordered" vs "billed". It would be very helpful apply that feature to the quotes, ordered vs invoiced.
1
vote
Vanessa Jonkman
shared this idea
Thanks for highlighting this workflow, Vanessa. We understand the request for quotes to show how much has been invoiced versus the original accepted quote.
Having this information available at a glance could help reduce manual checks and make it easier to identify quotes that still have amounts or line items waiting to be invoiced.
I’ve updated this idea to Gaining Support so we can continue tracking community feedback. If this could improve your workflow, add your vote and tell us what you'd find most useful to see.
