Field | Where it comes from |
Quote / invoice number | You type it, every time. Required |
Valid until (quote) | The export date plus the term length on your Quotes and invoices settings page |
Bill to (invoice) | You type it — it does not come from the work order |
Company name and address | Settings → General. Company name is required |
Phone and email | The profile of whoever is exporting |
Terms, payment instructions | Your Quotes and invoices settings page |
Line items, hours, parts, tax, totals | The work order, read at the moment you export |
Nothing is carried over from one export to the next. Every export starts from your business details, your settings and your own profile, so a change an admin makes in settings reaches the very next document.
Exporting as a quote -
Exporting as an invoice -
