Link ID or Description from Quote to Invoice to PO to Order Tracker.
It is very frustrating to have documents link to each other, but yet you have to rename each one over and over again. So when a Client approves a Quote, then I click “create Invoice” the Invoice ID self-populates with a random ID from another project!!! Also, there should be some way to reference an Invoice ID to each PO or noted on Order Tracker. For instance, the Invoice ID or Invoice Description could be the Sidemark for the PO and Order Tracker.
In short, Titles/Names/Descriptions should all be the same across these documents that are linked so we don’t have to go back and forth and copy and paste and rename and sidemark 4 times.
Thank you!
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