How to clone quote to another company not client

Self-Hosted | v5
1

Hi,

Is there a way to clone a quote from company A to client 1, to company B to client 1?

Also is there a single dashboard to see overview of Company A & B quotes, invoices, tasks etc?

Cheers,
Albert

2

HI,

  1. No, but in v5 you can use groups to have one company appear as multiple companies

  2. Using groups would also solve this

3

Hi Hillel,

Thank you for making the time to create such beautiful and simple app.

Sorry I’m not sure if I understand your comments above.

When I created new group in settings, I can only enter details for 1 company and can add as many clients.

Can I create custom field to chose Company A or B in quote, invoice,expense?

cheers,
Albert

4

The invoice/quote/etc is assigned to a client and the client belongs to a group, which acts as the company.

Does that make sense?

5

Thanks Hillel,

That makes sense and I tried it in the demo.

But the result shows an overlap address from parent company and group company WKS as shown in the image below.

Result was

Capture
Capture1894×938 93.7 KB

Not sure if I’m doing anything wrong.

Cheers,
Albert

6

Creating a new company under the group show’s 0 clients.

Capture1
Capture11902×730 62.1 KB

7

Have you assigned any clients to the group?

8

Hi Hillel,

I tried again and it works as you mentioned with a few issues.

On quotation, its displays the correct WKS address and client info. However the company name & logo is still Hilpert-Bauch instead of WKS.

So I have a quotation showing Hilpert-Bauch with WKS address.

Also clicking on delivery note checkbox creates error 400

How do I fix this?

Just FYI,

  • Pdf cannot be generated if I upload a logo in the Group Settings.
  • this only works when creating groups with main company Hilpert-Bauch.
  • Any additional company i create using the top left menu gives me errors when changing and saving settings.

Capture
Capture1879×851 99.3 KB

Cheers,
Albert