We added the following new features for Quotes & Invoices section of the Sales app:
1. Auto numbering of Quotes & Invoice Numbers
2.Redesigned Select Quote Product screen on Android
- New Category filter button to filter the products catalog, for easier product selection
- New option to create a new product from the Select Product screen: there is a + button, it allows you to create a new product from this screen (warning : this product is not added in the products catalog afterwards, It is just for your quote)
3. Improved workflow status of Quotes & Invoices
After a quote has been created, its status can be changed to Confirmation or Invoice.
A confirmation order of invoice status can then be changed to Paid.
4. Paid Invoice Enhancements
When the status of an invoice is changed to Paid, you can enter the amount paid (it defaults to the invoice amount) and the paid date.
This allows to better tracking of partially paid invoices.
You can also set an account for the paid invoice.
5. Manage Accounts
From the Quote List or Invoice List, go to the More toolbar button > Edit Accounts to create and manage accounts linked to paid invoices.