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

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    submitted  ·  105 comments  ·  For small businesses » Business features  ·  Admin →
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    Leah Schroeder commented  · 

    My client likes having the title and summary on their quotes. I have suggested to them to ignore it and add the summary information into a line item on the quote so that when they convert it to an invoice the information transfers. It would be much more professional looking and more user friendly to have the title and summary transfer over to the invoice with everything else.

    Leah Schroeder supported this idea  ·