Separate items for invoice and estimate
Chris Holmes
There needs to be a way to create items in the price book to be used for estimates and invoices separately. If you create an item with a description to be used for an estimate, then when you select the same item to build the invoice, we should not have to manually delete the entire description that is saved for the estimate.
E
Echo Gray
Just leave the description empty in the price book, and manually enter the description each time you add it to an estimate or invoice. This is the way we do it. & We do it this way because we could have the same line item on either estimate or invoice, but vastly different notes depending on the job for the same price book item.