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Status New
Product IRIS KashFlow
Categories Invoicing & Quotes
Created by Phil Read
Created on Sep 3, 2020

Option to convert Quotations to Sales Orders as well as Sales Invoices

It would be really helpful to have the option to convert the quotation to a Sales Order which we can add our T & Cs to and get Clients to sign. Then on completion of works convert the sales Order to a sales invoice. We supply and fit bathrooms / kitchens and are having to do this outside of Kashflow which is duplicating work. I think this will be a useful feature and selling point for a lot of services/ trades which want some kind of signed agreement in place.

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