Include product categories when converting quotes to invoices
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paula pierce shared this idea 2 years ago
- Payments/Billing
- 1 Comment
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In quotes, it lets you choose products, but when you convert the quote to an invoice, the income doesn't get categorized correctly, it's always' in the 'misc' category. My revenue reports are always filled with misc income, which is bad bookkeeping and bad for planning.
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Thanks for taking the time to suggest this idea. In the current product design, quotes are converted into a single one-time invoice, same as clicking the "Create Invoice" button. There isn't an order for a product involved. For this reason it is categorised as "Misc" in the reports, because it isn't associated with an order or service.