Convert proposal to invoice
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I have made an proposal for a test costumer. The testcostumer has accepted the proposal. (I wonder why I did not get a notification when costumer has accepted the proposal? I would expect to be notified!)
As admin I can see that costumer has accepted (when I look for it). So I have "done the work", and changed status to 'Completed'.
I was expecting that the proposal would be trasformed to an invoice. But no.
Will I have to create a invoice from scract, or can I use the proposal as a invoice-draft, converting to invoice upon completition?
When I finish an order, comming from a proposal, I expect to be able to send an email to costumer: "Work has been done, please pay attached invoice" (and a PDF is attached...)
Mads Bischoff
1 month ago
Activity
10 votes
Categories
Enhancement
We are adding it in our enhancement request. As we are going to revamp our proposal system (currently in planning /research stage) this enhancement will be implemented then.
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1 month ago
1 month ago