Invoice tab - 'Copy from Quote' Button
Issues currently: Any changes to 'Quote' tab under 'Service Charges' do not carry over to 'Invoice'.
Example, John is with the sales team, he originally charged a client $10 freight on the quote, now after he checks with the warehouse and undo the Sales Order and changed the quote to $15. Lucy is the account lady, she goes to the invoice and authorized it without checking the freight. So now the invoice is done with the $10 freight charge on it.
Any modification to the 'Quote' doesn't carry over to the 'Invoice'.
A 'Copy from Quote' Button on the Invoice page would solve this issue, no matter how many times we 'Undo' the sales order, we'll always end up with the right amount to charge the client.
8 people like this idea