I currently have several open Quotes which have been submitted to Customers but they have decided not to go ahead. I would like to be able to close these off so that I can maintain a history rather t...
I would love if we could set a quote to 'history' when a customer has not taken up the quote. This would keep sales invoice numbers in sequence and you would be able to retrieve them at a later date if required. I would also mean not having to fiddle with them so they don't show up every time you enter a new invoice - which can be very annoying..