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'Simpro import/ export retaining credit/ overpayment allocations' has been merged into this idea

2 results found

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

    211 votes

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    submitted  ·  117 comments  ·  For small businesses » Business features  ·  Admin →
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    Chris Oswell commented  · 

    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

    Chris Oswell supported this idea  · 

  2. Quotes - Access to contacts and adding details

    48 votes

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    21 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    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  ·