Estimate conversion to invoice, not carrying invoice terms over

[JDC]

Hello,

A little problem I’m experiencing, help or a fix if possible please.

When an estimate is made and includes the estimate notes/terms at the footer, once that estimate is converted to invoice, the estimate terms are still visible, ie, it doesn’t convert the estimate terms to the invoice terms?

This is a problem I’m experiencing so if there is any help, it would clear an annoyance for me.

Thank you.

[QFSteve]

Hello @JDC

When you convert from estimate to invoice the terms of the estimate are carried over to the invoice.

You can change this during the conversion process as seen in the clip below.