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BUG - Estimate to Invoice

StitchOnStitchOn Member Posts: 1

I have different footers for an estimate and invoice. Both works as expected when creating an estimate or invoice. If I create an estimate and convert it to an invoice the estimates footer will be used in the invoice... Is this a bug or just a undocumented hidden feature?

in Sales & Invoicing Technical Support

Comments

  • Dante_BulluckDante_Bulluck Member Posts: 52 ✭✭

    @StitchOn I'm pretty sure that's working as intended. The footer for estimates only exists as long as the document is an estimate. When it becomes an invoice, the invoice footer is added. Estimates aren't meant to be drafts for invoices, but separate documents to send to your clients, so they follow their own rules. When you turn them into invoices, they start following the same rules as invoices.

    What is it that you're putting in your footers? Maybe there's a better place for that information.

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