Converting Estimates to Invoices – why not also convert the default Footers and Memo text?

PhilGwynnePhilGwynne Member Posts: 1

I'm sure I'm not the only one who suffers from this but it seems like an easy improvement that could be added to the way estimates are converted to invoices:

In the default footer and notes text for my estimate template, I have some T&Cs, while the default footer and notes text in my invoice template has payment information.

Now when I convert an estimate into an invoice, the estimate default footer and memo text is carried over to the invoice, even though it hasn't ever been changed from the default text. So I then have to copy over the footer and memo notes from another invoice and add it each time I convert an estimate.

I'd like to see an improvement made where converting an estimate to an invoice also converts the default footer and memo notes from the estimate template to that of the invoice template. You could even add some logic to only do this if the default text has been used and not customised per estimate.

Comments

  • AlexiaAlexia Administrator Posts: 3,315 admin

    Hi, @PhilGwynne,

    Thank you for the suggestion. You are not the first person to expect the memo and footer for estimates to change to the default memo/footer set for invoices. I understand where you're coming from expecting this process to work that way. I'm happy to forward your feedback to our product team. Thank you for taking the time to share!

  • HeyImGazHeyImGaz Member Posts: 2

    I'd like to bump this and push to have this changed this year. Major pain having to copy and paste bank details into invoice memo every time I make an invoice from an estimate. If anyone else feels this should be resolved please make an account and help me bump this post! Thanks :)

  • ZoeCZoeC Administrator Posts: 389 admin

    Hey @HeyImGaz, thanks chiming in on this, I definitely understand where you are coming from on this and you're not on your own. Thank you for your feedback and I will be sure to pass it along. :smile:

  • virgilwasherevirgilwashere Member Posts: 10

    @PhilGwynne said:
    I'd like to see an improvement made where converting an estimate to an invoice also converts the default footer and memo notes from the estimate template to that of the invoice template. You could even add some logic to only do this if the default text has been used and not customised per estimate.

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    edited May 28, 2019
  • CharlesSladdinCharlesSladdin Member Posts: 1

    This would be so helpful! It's such a pain swapping the text that I almost don't bother using the estimate function sometimes...

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