If you use incentive invoices and need a quote prior to submitting an invoice to AP, the process has now been automated 🚀 Starting today, when you request an invoice you can specify a quote:
Then after you've received a PO, any account owner or admin can now edit the invoice to add the PO, turn off the quote mode, and download the invoice PDF. Head back to account >> billing >> invoices and click the new orange edit pencil icon on any invoice:
You can then edit the memo, PO, and toggle quote off. If you need to get the updated invoice PDF the final step is to simply download the PDF.