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
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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.
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