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  1. Quotes - Copy partial Quote to an Invoice

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    submitted  ·  52 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Beth Shaw commented  · 

    Hi, I would like to be able to complete quotes correctly please. So for example, a quote was accepted by the customer. The customer later decided that only one line of the quote was required, which was invoiced. I would now like to mark the remaining part of the quote as declined.

    It would therefore be helpful to have more options for the quotes system, to be able to mark the quote as partially invoiced and the remaining as declined, even after the quote has been accepted.

    I create monthly reports of accepted, declined and invoiced quotes. It would be helpful to have the correct function options to gain more accurate reporting and to not leave the quotes in an un-finished status.

    An error occurred while saving the comment
    Beth Shaw commented  · 

    Hi, I would like to be able to complete quotes correctly please. So for example, QU-6767 was accepted by the customer. The customer later decided that only one line of the quote was required, which was invoiced. I would now like to mark the remaining part of the quote as declined.

    It would therefore be helpful to have more options for the quotes system, to be able to mark the quote as partially invoiced and the remaining as declined, even after the quote has been accepted.

    I create monthly reports of accepted, declined and invoiced quotes. It would be helpful to have the correct function options to gain more accurate reporting and to not leave the quotes in an un-finished status.

    Beth Shaw supported this idea  ·