margw
Experienced Cover User
Joined 13 years ago
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Sales: Enable quotes to be closed off when not converted to invoices
I currently have several open Quotes which have been submitted to Customers but they have decided not to go ahead. I would like to be able to close these off so that I can maintain a history rather than just delete them.19KViews171likes25CommentsRe: Customer Card - order number tick box
Yes, this is a fantastic idea, I seem to be always forgetting to put Customer PO number on their invoice before emailing it, realise once it has gone and thenhave to resend the Invoice with the PO number. Very unproffessional, but out of a multitude of Customers, we only have a couple that require this, hence why it is difficult to remember.11KViews0likes0Comments