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  • Quote -> Invoice

    Hi, When I open a quote, I can generate an invoice from there and (most) values for the invoice are prepopulated (e.g. the products, the client, the name).

    I created some more fields like "profit" in the quotes and also in invoice table, but if I have entered values inside the quote for that, they are not populated to the invoice. Is there a way to make this easily happen?

    Thanks,

    Bernhard

  • #2
    Hi Bernhard,

    Unfortunately, there's no easy way. It can be done by customizing Quote service class or as a workaround you can create a Workflow rule that will copy fields from Quote to Invoice.

    Needed conditions:

    * Invoice is created
    * Quote field is not empty

    Action:

    Update target record. Copy fields from a related quote.

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