ESTIMATES AND INVOICING (HOW TO UNCHECK ESTIMATES ONCE CONVERTED TO INVOICES AUTOMATICALLY)
portsheet
Member Posts: 3 Novice Member
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)
0
Comments
-
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 easier0
Categories
- All Categories
- 6.8K Accounts Hosted
- 17 📢 Reckon Accounts Hosted - Announcements
- 6K Reckon Accounts (Desktop)
- 8 📢 Reckon Accounts Desktop - Announcements
- 1.5K Reckon Payroll
- 40 📢 Reckon Payroll - Announcements
- 15 Reckon Payroll Help Videos 🎥
- 30 Reckon Mate App
- 2.7K Reckon One
- 17 📢 Reckon One - Announcements
- 14 Reckon Invoices App
- 24 Reckon Insights
- 101 Reckon API
- 310 Point of Sale
- 1.9K Personal Plus and Home & Business
- 72 About Reckon Community