Settings and activity
2 results found
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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.
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Chris Oswell
supported this idea
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51 votes
An error occurred while saving the comment Chris Oswell
commented
It is great that all the contact info can be added when entering an Invoice but very frustrating that only the name can be added in a Quote, why are these not set up with the same functionality? Please change
Chris Oswell
supported this idea
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We issue quotes to Insurance companies and use the Title and Summary for all the Customer and policy details. When this is changed over to an Invoice all that information disappears. It seems pointless to have the ability to add to a Quote if it all disappears once the Invoice is raised. Please integrate this feature