Quotes automatically converting to Invoices on Client Portal approval

Hosted • invoicing.co | v5
1

In the free hosted v5: When a quote I have sent to a client is approved by the client in their portal, they immediately receive an invoice.

Only the paid version appears to have an option to disable auto conversion of quotes.

Am I overlooking a switch, or is this a bug? I can’t imagine that invoicing someone immediately on their approval of a normal one time job quote is a feature.

2

Hi,

Currently the setting can only be adjusted during the initial two week trial.

We agree free users should be able to make these change, in the next release we’ll move the workflow settings to the basic/free settings area.

1 Like
3

Thanks hillel for your reply. Thanks again for your understanding of the issue.