How to Expire a Quotation and Invoice missing HTML

[yourreno]

Hi

I there some way you can make a quote expire so that the client can no longer see the quotation by either "unpublishing" the quote or are we able to set up a custom status that we can change to "Expired". The reason is that our quotes are valid for a month and we don't want clients accepting an old quotation because materials costs etc may have changed in that time.

Also we use the HTML field when preparing a quotation for more detailed information, but when the quote is accepted the HTML information is not transferred to the invoice. Is there a way this can be done?

Many thanks - really love this program. It has made our renovation company quoting so much better and the clients love it too.

Jo

[netshine]

Good suggestions, thank you.

[yourreno]

Is there anyway to sort these, especially the html problem?

[netshine]

It will be sorted in the next release, which is imminent.

[yourreno]

Brilliant. Thank you.