Quote to Invoice conversion - Header still says "Quote"

Support
1

Good Morning

I have a query which I know has been discussed before but I don’t think fully answered.

I am a business that often needs to send out quotes rather than estimates. I have been able to change the estimate to the quote template which has been previously discussed and works well.

However when I convert the quote to an invoice on the system I notice that the word ‘quote’ still appears on the invoice being sent out - this can cause confusion to the paying finance dept. Should the system automatically change the heading to include invoice or do I need to do that myself manually?

Thanks, Pete

2

Invoice and Quote would have their own heading. Are you settings correct in the Invoice Customisation section?

1 Like
3

That’s odd, how did you customise the header? I would use @Parker1090’s method, I suspect if you’ve done this using CSS it would apply to both invoices and quotes.

4

Thanks for the feedback, though I’m still slightly confused as I thought I had followed your previous advice on changing the estimate header to display quote.

5

Do you have the link handy? It may be that we need to go back and revise that.

Going into Sales Menu >> Invoice Customisation is the optimum way of changing the header for quotes without affecting invoices.