@lubos made good changes to the Sales Invoice and I noticed that the Sales Quote has not kept pace.
The minimum change that should take place is renaming “Expiry date” to the more appropriate “Due date” and also use the selector “by” and “net” as in Sales Invoices.
Also inconsistent is the listing of the options such as “Discount” and “Amounts are tax inclusive” in the Sales Invoice are in opposite sequence in the Sales Quote, see below:
Sales Invoice:
Sales Quote:
This is not only a cosmetic irritation but a functional one as well.
I believe it is more reasonable to provide the ‘Sales Quote’ an “expiration date” rather than a Due Date. Due dates are established for transactions in which the parties have legal duties to complete.
I agree that the checkboxes should be arranged in a more consistent manner .
@Abeiku, I understand the argument about the Expiry date and agree with you that it for Quotes is more applicable than due date. However it should still have a selector for “by” and “net”.
I disagree. A quotation is similar to an advertisement in that there is no business arrangement in place at the quote level, hence you cannot share such information. Payment terms and conditions are shown on Orders and Invoices.
Welcome to one of the best known sales tactics. Also some of the small businesses we support are in a country where inflation is skyrocketing and a quote can not be valid for too long, because we would have then to explain to the customers that prices increased since the last quote by 2% (month by month!)
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