With a couple of clicks, can I create a client sales invoice from an accepted quotation/estimate but have my default invoice template applied to the invoice? When I create invoice from estimate, the template text from the quotation is copied across - but this is no longer relevant as the customer has now accepted the quotation; I want the invoice template text now. ‘Let me tweak it first’ is not what I want unless there is a simple click to change to invoice template. Thanks.
Hi @jwf
There isn’t an option to update the invoice text to the defaults - the “Let me tweak it first” option is the only way to do this. You can just use the “Import default” option next to the notes and terms boxes to update them.
Thank you - it was the ‘Import default’ I wanted. My fault for not seeing it.
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