becn
2 years agoExperienced Cover User
Issue with Quotes
Hi
I've just done my first quote since the upgrade a week or so ago and realised, after I sent it that the quote number actually defaults to an invoice number. Why on earth would it do this and how do I fix it?
Also sometimes, from my end, the customer/entity changes from the quote to the invoice, meaning when I convert a quote to an invoice I need to change the customer. But it won't let me? How do I do this?