Attach Attachments to Invoice when Convertising from Estimate

Feature Request
1

Hi Guys,

We use Estimates as Sales Orders. When we accept an order, we set the Estimate status to Accepted, we update the order number and then we upload a PDF copy of their purchase order.

We then prepare the order for the client. Once we’ve done this, we Convert Estimate to Invoice.

The PDF client purchase order we uploaded to the Estimate is not attached to the Invoice and we have to do a search for it.

I think this should be automated.

Any +1’s or further comments?

2

Thanks for the suggestion. We’ll leave this open for others to add their comments.