Hi we deal with insurance companies & brokers a lot. First we get an email from the Broker to go do a quote and so we make up a quote for them in the system and then if the quote is accepted they want the invoice changed to show the Insurance company's details and you can not make changes to the invoice with the names I have to redo the whole thing with another card, it would be great if we could make these change on the same invoice.
Cheers
Jacqui
Hello Peter,
While you cannot change the Card on a Quote (or an order or invoive) there is an easy solution to the issue.
When the quote in the Broker's name needs to be changed to an insurance company, open the quote and click on the SAVE AS RECURRING button on the lower left of the screen. Change the Frequency to NEVER and save it.
Then open a new invoice and click on USE RECURRING and select the quote that you want.. You will have all the details and you can select the card you want to use.
I Hope that helps you.
Cheers
David
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