INVOIICE EXCEL DOWNLOAD INCLUDE ROOM LOCATION, ALSO DOWNLOAD QUOTE

Need to include ROOM LOCATION when downloading to EXCEL. Also NEED to be able to download the QUOTE to EXCEL. Because you don’t have the feature to out multiple QUOTES into ONE INVOICE we create one quote that includes all items for the house. This QUOTE can be 15 plus pages. We then create a DRAFT invoice so we can DOWNLOAD it to EXCEL so we can figure out cost by ROOM. Currently we have to load each room into each line in EXCEL so we can group by ROOM. THIS IS SO INEFFICENT.

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Status

In Review

Board

💡 Feature Requests

Date

6 months ago

Author

Meg O'Brien

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