AOS Convert Quote To Invoice Workflow

SuiteCRM Forum - English Language SuiteCRM General Discussion
1

Hi there,

This may be simple to figure out but I’m hitting a wall for the last two days trying…

Since the workflow module does not support the “Convert to Invoice” option for Quotes, I’ve actually created a workflow which creates a new invoice with the same field information from quotes.

Where I’m getting stuck is on how to bring in the service/product quote line items and pricing from Quote to the new invoice.

Any help on this would be greatly appreciated.

Calvin

2

Hi Calvin,

Workflow doesn’t currently support transferring/copying line items from Quotes to Invoices.

Thanks,

Will.

3

Hi,

is it possible to add this Feature?

Will be awesome… :slight_smile:

Thanks

1 Like
4

Yes please - count me in too please!