Converting Quotation to Invoice - Default Footer Terms (another look)

[alan_mcbrien]

Converting Quotation to Invoice - Default Footer Terms

I have been converting a Quotation to an Invoice. When I convert the footer details are not updated from Default Estimate Terms to the Default Invoice Terms. I have got around this by doing the tweaking, but it would be so much better if the Default Invoice Terms could be used when doing a conversion.

Althogh mentioned in the above post that it is not a problem to do by way of tweak first this keeps getting ovelooked and invoices on occasions get sent out with the Default Estimate Terms.

Is there a way to use CSS to overwrite the Default Estimate Terms when converting an invoice to show the Default Invoice Terms

This is quite often the only tweak that requires doing prior to emailing an invoice and would really streamline getting them despatched correctly.

[Lurch]

Probably doable with Javascript to just click the button, maybe? I can see this might overwrite it when it’s not meant to either way so I agree it should be done by default when converting. I have sent invoices out with incorrect or missing terms.