Sales: Enable quotes to be closed off when not converted to invoices

Hi XLNT 

This idea was originally submitted a month ago on this "new idea" Enable Quotes to be Closed Off when Not Converted to Sales

Please vote for it; the more votes it receives the greater the chance it will be implemented.

Thank you.

Best Regards

Tony Lane - Penguin - Tasmania

Thanks Tony, I went to the "new idea" Enable Quotes to be Closed Off when Not Converted to Sales  as you suggested & have voted for it  :)

1. Closed (or Invoiced if you like) are different to Declined

2. The way I see it:

a. Quote is "Open" until a reply is received

   a1. Customer accepts - quote status can be changed to "Accepted"

   a2. Customer declines - quote status is changed to "Declined"

3. Accepting the quote does not mean an invoice is created. It confirm the sale. The job may take 2 months to complete and quote remains as "Accepted".

4. When job is completed, material is supplied, etc, etc the quote can be converted to an invoice

That is when the quote should change to "Closed" or "Invoiced".

5. The same way the invoice then shows in the activity field "Created from Quote###" it should also have a similar activity field in the quote maybe with "Invoice created IV###". There may be instances where a job is part invoiced (deposit) with the balance invoiced at the end. By having the activity field, one could see all invoices created from this quote.

Stucky