In the system I create an estimate; if the estimate is accepted, I have the option to convert it to invoice, once the job is done. This is great feature however, when I convert to invoice none of the ‘additional notes’ fields change so on the invoice I still have the estimate notes, and the fields aren’t replaced with the invoice notes including such things as bank details.
Am I doing something wrong or is this a common fault?
Regards
This has been discussed a few times before. The invoice will always automatically inherit the notes from the estimate, this is the intended behaviour as people tend to put order specific info on the estimate that they want carried forward to the invoice.
If you want to convert an estimate to an invoice and use the default invoice notes you will need to use the option “Let me tweak first” then click the links below to import the default notes and terms.
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