Any way to connect quotes to invoices?

Feature Requests
1

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.

1 Like
2

Is it a type of “partial billing” ? It’s quite a heavy feature i think. But it will be good for many industries.

3

Billing is complete, but it’s just a part of the quote. Let’s suppose the quote is 100, invoicing 30 should let 70 left, as long as there is connection between invoice and quote.

4

This is interesting.

In this way you can quote a project and send different partial invoices (in different timeframes) from that specific quote?

And if you’ve to add something to that?

5

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.