Notification when creating multiple invoices to a quote
M
Mahmood Al Oraibi
It would make much more sense if invoices are directly connected to quotes so we can access respective invoice from the quote and vise versa. However even a simple workaround like when creating invoice from a quote it checks if there's a valid invoice for this quote and notifies the user.
Vaidik from Refrens
Hi Mahmood Al Oraibi: you can convert an existing Quotation to an Invoice. Once converted, on the Quotation you can find the details and link to the Linked Invoice. Similarly on the Invoice, you can find the link to the Linked Quotation. Is that what you were looking for?
https://share.cleanshot.com/Z70DrZgP
M
Mahmood Al Oraibi
Vaidik from Refrens thanks Vaidik for your prompt reply. I see what you mean but what I meant is more seamless connection between both. Imagine that when I create a quote it generates Q0001 for example then when I convert it to invoice it assigns same serial ID like i0001. Also imagine when opening the invoice you see the quote reference ID in it and if you scroll down you see it and have the option to amend it. This may seem silly and unnecessary but just in few weeks of use I realised that this could be huge time saver. I found that I accidentally generated many invoices for the same exact quote. Then I lost track of which is which while all what I needed is one invoice connected to it and is easily associated and identified with the quote. You can imagine with all the mess I have created how the client experience was. After all we need this system to make things very quick and easy to the point where I do a quote in few seconds.