TSGTanya's avatar
TSGTanya
Trusted Cover User
7 months ago
Status:
Open

keep quote and invoice numbers the same when converting

AR does it but browser version doesnt. It is annoying when the both of these systems are not synced. Even though on AR I have selected to keep the quote number the same when converting to invoice, it wont do it on browser version. Can you please sort it so the settings are synced from AR to browser and visa vera? 

2 Comments

  • Teresa_5_vip's avatar
    Teresa_5_vip
    Contributing User
    6 months ago

    Yes totally agree clients re getting confused when the quote no and invoice no are different 

    Please change

  • Status changed:
    New
    to
    Open

    Hey TSGTanya

    Thanks for your idea! We'll be sharing this one with our product teams and have updated the status to open for other members of our community to vote and add weight to your idea.