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  1. Quotes - Title and Summary to flow through to Sales Invoices

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    submitted  ·  106 comments  ·  For small businesses » Business features  ·  Admin →
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    Lisa Trezise commented  · 

    This is very important to the way we issue Quotes and Invoices. All the Version control is detailed in our summary and is all lost once the invoice has been created. I have to cut and paste from the Summary to the bottom of the invoice each time. I would love to see this function available with an option to transfer the Summary if possible.

    Thanks

    Lisa Trezise supported this idea  ·