Settings and activity
2 results found
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24 votes
An error occurred while saving the comment Stacey Fisher supported this idea ·
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216 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.
An error occurred while saving the comment Stacey Fisher commented
Needed by my clients, please introduce this feature
Stacey Fisher supported this idea ·
Recently moved a client over from QB and they do everything on their phone, it's a bit embarrassing having to tell them they can't add negative lines for his CIS.