Allow acceptance of quotes without creating an

Allow acceptance of quotes without creating an invoice

service businesses rarely create invoices immediately following acceptance. Being able to mark quotes as won would make the reports meaningful as currently they are useless for us.

Guest
Feb 18 2020
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Sales

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Guest commented

June 02, 2023 11:53

Is there an update on this? Seems a simple solution.

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Guest commented

August 10, 2020 21:09

Any update on this one Sage? Seems like it should be pretty straightforward to implement (especially as there is a decline option already in) and it would certainly help us a lot!

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Guest commented

April 07, 2020 15:14

Thanks for the update. What does "one for the future" mean in terms of timeline? Feels a bit like it is unlikely to happen?

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1 Vote

be able to mark a quote as won or lost Merged

be able to mark a quote as won or lost so we can track WIP .. maybe be able to add a date when order was placed so we can capture this on the end of year accounts .. we may be working on a job for 6-12 months before we can invoice .

Created 24 Oct 09:59

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Add option to turn quote into work order , when accepted, then invoice when completed. Merged

makes it easier to track work approved but not yet completed.

Created 09 Mar 23:32

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Sales status Merged

We quote works that are ongoing, would be great if you can change the sales quote to won whilst the works are carried out then invoiced.

Created 27 Apr 15:54

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Allow Quote to be approved without generating an invoice Merged

A number of my quotes to clients involve a monthly plan for payment as opposed to a single invoice. I would like the option to mark the quote as approved without generating an invoice, or alternatively to set up a recurring invoice.

Created 27 Dec 16:55

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Accounting Ideas

Allow acceptance of quotes without creating an invoice

be able to mark a quote as won or lost Merged

Add option to turn quote into work order , when accepted, then invoice when completed. Merged

Sales status Merged

Allow Quote to be approved without generating an invoice Merged

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Allow acceptance of quotes without creating an invoice

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be able to mark a quote as won or lost Merged

Add option to turn quote into work order , when accepted, then invoice when completed. Merged

Sales status Merged

Allow Quote to be approved without generating an invoice Merged

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