Hi, when I convert a quote into an invoice it is not changing the text on the bottom from the text i have for a quote to the text I have for my invoices that had my bank detail ect on.
Any ideas what I am doing wrong?
Thanks in advance.
Gavin
You’ll be glad to know you’re not doing anything wrong - this is intentional.
Some companies issue quotes with particular terms and conditions that they would want carried across to their invoices, so we leave these as they’ve entered them.
However, it’s easy to import your default terms and conditions saved to your account, simply by clicking “Import details”:
Hope that helps!
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