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Manually change quote status

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Status: Idea Submitted
AbbyDavey
Submitted by on ‎Mar 5, 2020 7:12 AM

Not all of our clients will sign a quote - so I would like the ability to manually change the quote status please. 

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61 Replies
DFinger
Participant
‎Oct 28, 2024 5:23 PM

Moreover (and i think more importantly 🙂 

 

Since the first invoice doesn't get created until its paid, there is no way to manually mark that invoice as paid when paid via check or wire!  So if you create a quote, with installments, you can never get the installment invoice 2 or 3 to get created...so in short, it renders the entire quote + installment process useless.