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Invoice and PO IDs from Quotes not copying correctly

When I am creating an Invoice then PO from a quote, the Invoice ID is not copying from the quote. It is copying from other quotes. This makes it difficult because I have to make sure I correct the IDs in the invoices and POs.

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Comments6

  • Jacqui Angelo

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    Jul 30

    Is there any movement on this? this is extremely important and should not be ignored. It is still happening and makes me want to not use DF because of this. It messes with my accounting and everything attached to it if I don’t catch it!

  • Karen Hattan

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    Jul 30

    Even though all the documents link, the IDs and the Descriptions do not, and it is soooooo very frustrating!

  • Jacqui Angelo

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    Oct 16, 2025

    Am I the only experiencing this issue? It’s extremely frustrating and challenging.

  • Jacqui Angelo

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    Sep 15, 2025

    Hello. I have asked for this fix repeatedly. It is extremely frustrating and confusing when the information does not transfer correctly. ESPECIALLY when it’s auto filling information from an entirely different project. This needs to be fixed ASAP.

  • Jacqui Angelo

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    Jul 25, 2025

    Any updates as to when this may be addressed? It is creating a ton of confusion because we don’t always remember to look and fix. Thank you

  • Jacqui Angelo

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    Jul 3, 2025

    This is still happening, and it is VERY frustrating. It’s a time waster to have to go back and correct it, and sometimes I forget, and it gets confusing. It’s happening when creating invoices from quotes, and even after correcting the invoice, when I create a PO from an invoice, it happens again. Please fix this ASAP