Accounting Ideas

Contacts in quoting / invoicing

It is ridiculous that you can not select the contact whilst making a quote or invoice. It would only require a dropdown box. We have many customers that have many contacts (Estates) so needs to be invoiced to the contact but to the main company. At the moment we have to go into contacts and change it then back to invoice / quotes. When there is a lot to do this takes a long time. Xero and quickbooks does it so why cant sage. We may have to switch if it is not going to happen.

  • Guest
  • Jun 29 2022
  • One For The Future