Category transfer from Product in Library to Quote to Invoice

It would save a lot of time if the product category would transfer into the Invoice. Instead we have to clip our products, define the Category, add the products to our project and when we invoice we then have to define the Category again. With a list of 50 products for a whole house design this becomes cumbersome to redefine the categories. And if we don’t define the categories again on our invoice we cannot sync those to quickbooks and therefore we don’t know how much money we’re making in each category which defeats the purpose of having them on the invoice.

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Upvoters
Status

In Review

Board

🐞 Bug Reports

Date

Over 1 year ago

Author

Deanna Corbitt

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