Invoiceninja: Converting a quote to invoice still clones it

Created on 18 Sep 2019  路  4Comments  路  Source: invoiceninja/invoiceninja

Hi

Maybe I do not understand how this is support to work but here is what is happening.

  • Create a Quote (say it is #20)

  • When done, convert to Invoice

  • Now the Invoice numbered #21

  • 20 Quote is still in quotes.

I do not understand this behavior, because it is also confusing. Now I have an invoice called #21 and a quote #20, they are the same thing. Would not in theory turn Quote #20 into Invoice #20?

I am using 4.5.14 with Apache, Php 7.1 on Debian

thanks

question

All 4 comments

This is by design, the new invoice is linked to the original quote.

Maybe consider enabling 'Auto Archive' in the workflow settings on /settings/invoice_settings#quote_workflow

Hi

Thanks for the answer, I will take a look atyour solution.

However would not it make sense if Quote 20 becomes Invoice #20 after the conversion? because what happens then is that invoices jump by doubles as in #21, #23,, #25 etc since quotes and invoices do not share the same number.

That can be accomplished by using either an invoice or quote prefix on Settings > Invoice Settings. This way (for example) QUOTE-20 would become INVOICE-20. In the current version of the app quote/invoice numbers need to be unique.

Thanks for the reply. I will take a look at those settings.

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