Bank details reduce when converting estimate to invoice

Question

It seems when we convert an estimate to an invoice, the Payment Details window, the top half of the text in it, does not transfer across.

The top half is our bank details & "please quote invoice number" and the bottom half is where to go to pay by card.

But none on the bank details transfer, and neither does to quote invoice no. request.

Other than copy and paste, how can this be fixed?

Jean_10862158 · Accepted Answer

Many thanks,  now found out why from your help and rectified.

It was happening on every estimate, not that we do many.

The invoice template had it correctly.  But it doesn't show when you go to settings and "manage invoice templates", I had to go to "day to day" and "money in"  and then there are selections for "estimates" and "invoices".

There, the invoice had it correctly, but not the estimates, so when converting the estimate to invoice, it was the estimate details that over-rode the invoice details.

Now fixed, in "money in" -> "estimates".   So this should fix the problem.

Rav · Accepted Answer

Excellent work! I'm sure this will be helpful info for fellow Reckon One users so thanks for sharing!