Some businesses have Prospects and Clients - both Tables have the same Fields, except the ClientID is a ProspectID.
When a Prospect accepts a Quote, a script creates a New Client and the info from Prospect is copied into Client.
The same with Invoices and Quotes.
An accepted Quote information is copied by a script into a New Invoice, with the New Client ID.
Sorry, I'm new to this so don't fully understand.
Is that in the same File (.fp7)? Or do you mean have one for invoices and one for quotes? I am just using the templat invoice solutions at the moment.