Settings and activity
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194 votes
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John O'Connor
supported this idea
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8 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
In Classic Invoicing, there was a history and notes link between the quote and the invoice when the invoice was copied from the quote.
At the moment, that same history link isn’t available for quotes copied to invoices in the newer experience. We understand how helpful that audit trail is, especially when you need a clear record between the two transactions, so this is being moved to gaining support for the quote to invoice history workflow.
However, we are happy to say that this is still available in bills copied over from purchase orders , the link is still available above the history section
John O'Connor
shared this idea
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5 votes
Hi Neil, just rounding back on your idea here again. We have a separate request for the ability to be notified when an invoice has been paid. Being good to track each part of the idea separately I'll slightly adjust the title of your idea for the first portion and you're welcome to join this other one for any updates around notification of paid invoices. 🙂
John O'Connor
supported this idea
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Would love the ability to add a product image in a quote line or add it to a product record. Many of our clients want to see the image of the item the are being quoted on . It would also add a more professional look to our quotes. I know you can add files to attach to the email, i think this would be a valuable addition