I prepared and sent an estimate to a new client a few days ago. Client accepted it. Work has been done so I converted it to an invoice and sent that to client. I advised client that bank details would appear in bottom left-hand corner of the invoice, but he says they don’t! I have checked…and he is right. Why is this or have I missed something when doing the conversion?
Hi @gardenman_2803,
If they are in the notes section of the estimate then these aren’t brought forward on the invoice.
There is a #feature request post for this here: Automatically update notes when converting estimate to invoice if you would like to add your vote to it
He is right, until this “feature” is fixed you will have to manually click the ‘import default’ by the notes/terms sections when you have created the invoice.