Accounting Ideas

 

Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit S1-I-2230 Attachments from quote to invoice.

Carry Attachments Over to Invoices Merged

Im pretty confident in saying everyone that uses attachments would benefit form this. When we create quotes and put attachments in, they are are there for a reason, whether its the customer PO or quote or just some inforamtion about the job. this need to be able to be copied over to an invoice upon completion, just like notes can be.


Some jobs i have 4 attachments and dont invoice for a good few weeks and when it comes to invoicing i have to rmeber the attachments and remember where they are stored on my computer. luckily im a bit OCD so my files are perfect but people in my team are not like this and it doubling if not tripling our work time.


I Honestly think this would be a massive positive update for everyone

  • Guest
  • Oct 19 2022
  • One For The Future