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October 1, 2020
Question

Can you link directly to customer details from quotes and Invoices?

  • October 1, 2020
  • 1 reply
  • 1 view
No text available

1 reply

Steven_Product Champion
October 1, 2020

Hi denis, 

 

Just to double check what customer details are you looking to directly link from quote to invoices? Are you looking for the information that you inputted to your Quote to carry over to the Invoice?

If so, and if you are looking to convert the information from a quote to an invoice you can use the link below for a tutorial:

 

Convert Quote to Invoice 

 

Let me know if this helps, thanks, 

 

-Steven