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Requests

Predefining Invoice Generation Methods when Creating a Quotation

Kim Dohoon shared this idea 6 months ago
Under Consideration

At present, we follow a process where invoices are able to be generated manually only after clients approve them. However, this process introduces an extra step, causing unnecessary delays in streamlining the workflow. To improve this process, it would be beneficial if we could set the invoice due dates (as +N days after approval) and determine the percentage due (%) at the time of creating a quotation. This way, clients would receive their invoices immediately after approving them, leading to a more efficient process.