Suggestion

1

May I make a suggestion for future inclusion?

When a Quote is converted to an Invoice, could a marker be placed against the Quote to say that it has been Invoiced? In this way, you would know that it had been invoiced rather than then having to go to the Invoice list. Just a thought

2

There could be problems with that:

  • A single sales quote might be converted into a sales invoice several times, such as when a service is quoted once and then sold to the same customer repeatedly.
  • You might also submit a sales quote with multiple priced options, suppressing the total. The customer could pick up only one option. How would you know from this status indicator what had been invoiced?
  • A customer might order different quantities than you quoted (either more or less). How would the program determine whether the quote had been invoiced? Would it consider only exact matches to have been invoiced?

There could be other issues, too, depending upon users’ workflows.

2 Likes
3

There’s already an idea for this plus more:
Status of quotes, Sales Orders and Purchase Orders Idea

You can vote on the idea and express your thoughts there.