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When converting quote to invoice have a function to select individual line item.

Quotes are raised showing a full breakdown but the customer may only choose certain options from the quote. Currently the whole quote gets converted to an invoice but it would be helpful to be able to choose what the customer ordered and convert just those line items to save deleting unwanted items from the invoice.

  • Guest
  • Mar 28 2017
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  • Guest commented
    September 11, 2020 11:43

    This would also be helpful for building projects with stage payments.

    When having a contract signed by the client it is good/important to have the quote & payment data input within KashFlow.

    This would avoid having to make individual quotes for each stage payment for the same project.

    Also making your quote section more organised for multiple projects on the go!