Estimate/Invoice Payment Terms

[Gavinpfry]

Hi,

My invoice show the same terms as my estimate. I want to remove the estimate terms from the invoice??

Thanks

[rhc]

Hi,

Have a look on the link below, that’s descriping the part with the notes for invoices and estimates on the invoice customisation screen.

Customising your invoice design

QuickFile makes it easy to customise the design and layout of your sales invoices and estimates. You can upload your company logo, add/remove certain fields, configure numerous layout preferences and setup your own default notes and payment terms. To start customising your invoice click on the ‘Account Settings’ menu header then select the option ‘Invoice customisation’. Your company logo You can upload your company logo, this will automatically appear in the top right hand corner of the sale…

Hope this helps

[Lurch]

Is this invoice created from scratch or are you converting it from an estimate?

[JDC]

I think I’ve been encountering a similar glitch, correct me if i’m wrong.

When an estimate is made and includes the estimate notes/terms, 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 anyway so if there is any help, it would clear an annoyance for me.

Thank you.

[QFSteve]

I found this similar post which may help

Estimate conversion to invoice, not carrying invoice terms over

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.

[Lurch]

It’s not a glitch, it’s by design but I think the default action is wrong, most people will want default invoice notes on the invoice, obviously!

Automatically update notes when converting estimate to invoice

I see this mentioned a lot but there is no feature request for it yet. The answer is always “it’s supposed to do that” which I get, but I think there is a case for it to not do that. I would be willing to bet the case for it being the way it is is the exception rather than the rule. Most people will want the default invoice terms on the invoice, not the default estimate terms. This has lead to delays in payments for me more than once as customers do not get the relevant payment info sent with an…