Accounting Ideas

Add an internal notes section to estimates and quotes

This would be helpful if the sales people are quoting and need to get prices from other suppliers, if this info could be recorded here in an internal notes and upload file section, that the client does not get access to, but the FD is then able to invoice out with all the info he needs...

  • Guest
  • Feb 26 2021
  • One For The Future
  • Attach files
  • Guest commented
    6 Aug, 2021 06:11pm

    notes added onto quote page for internal use only, (not using upload as this is time consuming)

  • Guest commented
    16 Jul, 2021 12:42pm

    We would also like this feature on invoices so notes can be added when a team member has chased up an overdue invoice for example.