I have an issue where I am quoting a customer, once approved by same customer, I am told to direct the invoice to another customer within the same company (different billing address); one deals with the projects and approves quotations and the other deals with sales within the same company. Am I able to link the quote to the invoice somehow, to be able to satisfy the quotation status within the program? Right now the invoice has been approved, paid in full, but the original quote is still “active” in the program.
You cannot link quotes for one customer to another. But you really don’t need to. Sales quotes are optional to begin with. You can mark the quotes as “Cancelled” and forget about them.
If you absolutely want a sales quote for the new customer, despite its function having passed, copy the old one and edit the customer name. Or just copy the sales quote to a sales order for the new customer.
You could also just edit the address for a single customer. You could do that either on n the sales quote or sales invoice. Editing an address had no other effect.
Yes, that’s the issue I was having. Initially, this is how it works for this particular client. I am requested to send in a sales quote to said client for projects discussed, where than this said client after reviewing my sales quotation, would then pass the quotation off to the purchase order department within the same company of said client, who would then send me a PO for my original sales quotation, but with a different billing address than my original client, and In order for me to send in an Invoice once the work is complete, I am requested to bill the PO department using their billing address provided in the PO, and not the original sales quote receiver. But I have found that your solution of copying the sales quote to a sales order satisfies the “acceptance” bar, telling me the quote has been passed, and this does the trick for me, so thank you!