Bank details

[SSS]

for some reason when converting quotes to invoices, my bank details are then missing from the bottom? If i do a straight invoice they are there?

[Lurch]

The reason is that is how it works. Vote in the feature thread below. It gets mentioned reasonably often.

Automatically update notes when converting estimate to invoice

I see this mentioned a lot but there is no feature request for it yet. The answer is always “it’s supposed to do that” which I get, but I think there is a case for it to not do that. I would be willing to bet the case for it being the way it is is the exception rather than the rule. Most people will want the default invoice terms on the invoice, not the default estimate terms. This has lead to delays in payments for me more than once as customers do not get the relevant payment info sent with an…