Invoicing - Option to select and carry over file attachments when copying a Quote to an Invoice
Currently, when creating an invoice from a quote, there is no option to carry along the documents to the invoice that are attached to the quote. We upload the purchase order to the quote, but then we have to upload it again to the invoice. There should be a tick box function, like there is for marking the quote as invoiced, to select whether to carry the documents over to the invoice, and even an option to select only some documents to carry over.
Alicia Stephenson
shared this idea
Appreciate you bringing this to the community. The main request is to keep relevant Quote attachments available when the Quote is copied into an Invoice, without requiring them to be uploaded again.
Giving users control over which files are copied could make the quote-to-invoice workflow more flexible.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could improve your invoicing workflow, add your vote and share your preferred setup.
-
Tom O'Mara
commented
This really needs to be done. It is a hassle to have to download and re upload the items.
-
Tom O'Mara
commented
Need to get all uploaded information on a Quote to automatically transfer when making an Invoice, or have the option to auto transfer.