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Improved

Fixed

salesbuildr

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Done

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Final testing

Awaiting release

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[CMP]_Product

[CMP]_Procurement

[CMP]_Ticket

[CMP]_Quotes

Feature-requests

[CMP]_Payments

[CMP]_Company

[CMP]_Widget

[CMP]_Categories

[CMP]_Templates

[CMP]_Distributor

[CMP]_API

[CMP]_Whitespace

[CMP]_Opportunities

[CMP]_Pricing

[CMP]_UI

[CMP]_Bundle

[CMP]_Email

[CMP]_Notification

[CMP]_SalesTaX

[CMP]_Contracts

[CMP]_Storefront

[CMP]_PricingBook

[CMP]_Halo

[CMP]_Autotask

[CMP]_Contact

[CMP]_ConnectWise

Variable

[CMP]_Marketplace

Audit

[CMP]_Dashboard

[CMP]_UserManagement

KPN/RoutIT

Integrations

[CMP]_Discount

custom form

Backlog

Next up

Main Roadmap

Procurement

Distributors

Hey {name|there}! 👋

<p>When a customer switches a quote between monthly and annual billing, the PSA item and recurring invoice keep the monthly item or price. MSPs want the selected billing term and matching price to carry through to the PSA so recurring invoices need no manual edits.</p>

Halo: sync monthly or annual billing term to recurring items

hidden

Halo: sync monthly or annual billing term to recurring items

Comments1