ESTIMATES AND INVOICING (HOW TO UNCHECK ESTIMATES ONCE CONVERTED TO INVOICES AUTOMATICALLY)

portsheet
portsheet Member Posts: 3 Novice Member Novice Member
edited January 2020 in Accounts Hosted
When you invoice a job is there a way that automatically unticks the Estimates once they have converted to an invoice so you know which estimates have been won and lost and invoiced.  I know you can manually go back and untick and estimate but I feel when I am doing say 30 invoices that have been converted from an estimate it should do it for you so you don't have to manually go back to each estimate number and uncheck periodically)

Comments

  • Capricorn Stages
    Capricorn Stages Member Posts: 23 Reckoner Reckoner
    edited January 2020
    Is there an answer for this? As I would like to this as well.  We have about 1000+ estimates that are active but have either not been used or have been made in to invoices as the job was accepted. It would make our life so much easier

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