Quotes & Invoices

[Gour]

On Fri, 21 Mar 2014 17:37:44 -0400
Bob Brush 3 <bobbrush3 at gmail.com> wrote:

> Yes it is needed and would be a very good thing :)  

:-)

> Part of the reason it is so far down the list, is because the current
> work around isn't really as painful as originally thought.  With the
> implementation of the Invoice/Bill "copy" button it is easy to create
> an invoice, put "Quote" or "Estimate" in the notes box, when you
> print it says "Invoice in progress.." Then when making an actual
> invoice or bill you just hit the copy button and erase the note, post
> the invoice and it prints with out the progress note, and you still
> have the original if there are any questions about why the price
> changed or need to show original quantity verses final it's all there.

Well, I believe, that works in an ideal lifecycle of the quote. What
if the quote is cancelled/rejected, iow. not turned into invoice?

Then I need to create a new one and not mess counter for invoices
which means there should be two independant counters: one for quotes
and one for invoices.

Moreover, it's not that every invoices has appropriate quote, some are
just stand-alone quotes.

So, it seems not so simple workflow?


Sincerely,
Gour

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