Settings and activity
4 results found
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67 votes
An error occurred while saving the comment Coral Griffis supported this idea ·
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47 votes
Coral Griffis supported this idea ·
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217 votes
Hi everyone, we acknowledge your strong interest in this feature, and how enabling 'Title' and 'Summary' fields from a Quote to automatically carry over when you convert it to a Sales Invoice would add more context for your customers.
In lieu of this feature directly, to include this information on your invoices you could currently copy & paste as a description only line within your invoice, or copy into the contents of your email when sending the invoice.
However, we understand this is an extra step that you'd like to eliminate to improve work flow and consistency between quotes and invoices.
We want to be transparent about the current situation. While we appreciate all your feedback and the detailed explanations of how this impacts your businesses, there are no plans to develop this idea at this time.
Coral Griffis supported this idea ·
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9 votes
Coral Griffis supported this idea ·
Invoiced quotes should have a link to the invoice. When you open a quote and it says "invoiced", you should be able to click on that word and be taken to the invoice.