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We often quote for programmes of work, a bit like a year of services (coaching or events), this is then approved by our client. We then invoice them monthly after delivery. When I update a quote to an invoice it's my understanding that it then shows…

Problem We have several users who look after sales and purchasing who are in different offices. Often, one user will input e.g. a sale; however, other users cannot see this sale immediately which can result in the sale being input again by another user…