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copy/add purchase to a new quote line, inside a draft quote

You can already copy a purchase into quotes. However our company would find it useful to copy a purchase inside a quote/job/draft and onto a new line.

Once this quote has been invoiced, and then paid by our customer. We would also find it useful if there were two ways to mark whether a material/purchase has been paid.

1. The purchase is paid to the supplier from our company ( They way kashflow works now)

2. The purchase is paid by the customer we invoiced for the material

This would be good for companies working on CIS in the building trade, and when materials/extra materials are used and we would like to add and confirm/check that our customer has paid for them.

  • Guest
  • Jan 10 2017
  • Acknowledged
  • Jan 10, 2017

    Admin response

    Hi Chris, This is a good idea and certainly describes functionality that we don't have at the moment. This relates to a few different requests that we have had for greater support especially for those in the contractor industry who have different needs when it comes to purchasing and dealing with different types of transaction. To be honest with you, this isn't something we are looking at for now but we are aiming to make changes throughout the app to support those in the building trade to reflect the requests we have had. Hopefully your request will gather more votes as those similar to it have already done.
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