estimate convert to invoice

DibboDibbo Member Posts: 1

when i convert an estimate to invoice, the notes set to apply on new invoices are not applied. i have different notes as for estimate and invoicing . am i doing something wrong


  • JamieDJamieD Administrator Posts: 628 admin

    Hey @Dibbo. As of right now, when you convert an estimate to an invoice -- the memo that comes from the estimate is the one that carries over to the invoice (it doesn't automatically switch what you have under the memo section for your invoice customization). With that being said, this could be something that we alter in the future, but no immediate plans in doing so.

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