I think there should be great to have a link between quotes and invoices.
The idea should be something like:
I make quote
It gets approved
I make invoice to start the project, let’s say 30% of the quote --> new field in invoice what links to quote number (and url as well)
Somehow, the program stores the rest of the non-invoiced quote, and knows how much do I have to invoice yet
This feature could be useful also to show some “forecast” or amount of quotes to invoice in the future
I still have to go on details (this is just the idea), but it’s really a pity having a tool to quote and invoice and not having connection between them.
There can be many ways to do that. Modify original quote or let invoice be over the original quote I think should be the easiest ones.
The main point should to remind you to invoice ‘at least’ the whole project (100%), but this shouldn’t be a limit. If you want to introduce new lines,that’s ok.
Anyway, should be great extra to have a check in order to separate the products/services already quoted and the added ones.