can I create an estimate from an invoice

Deb_9768970 Member Posts: 27
edited September 2019 in Reckon Accounts (Desktop)
Well I love estimates, and I use them also as work orders from my customers.  That way I can run a find transactions type report, with the main filter type being Estimates, and hey presto, there are all my estimates (work orders from customers). If the customer's work order is actually for a quote, then the estimate can be sent as the quote.  If it is just an order for straight up work, then I can use the report as a way to see where my work orders are up to, once scheduled etc, I can update the estimate memo and the report will show me at a glance what the order status is.  Now my question is, that I have done an invoice which had no work order or estimate for it at the beginning, and I would actually like to have it in there for the status reasons mentioned above. I know that in Estimates, I can create an Invoice from there.  What would be great is that from an invoice, I could also create an estimate...  Does anyone happen to know if that can be done?


  • PhuongDo
    PhuongDo Reckon Developer Partner Posts: 313 ✭✭✭
    edited September 2018

    I don't think it is something you can do directly in Reckon as Estimate > Invoice is one-way traffic.

    However, if you really want to have it done, a custom solution can help. In other words, a tool can be built to help you to create an estimate from an invoice. 

    That tool can be also built to help you to 'mark your estimate as invoiced' so you can view its status in your report (I refer to the other post that you commented)


  • Acctd4
    Acctd4 Accredited Partner Posts: 3,169 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited September 2019
    Hi Deb

    Your Reckon program also has the ability to enter & track actual customer Sales (work) Orders too.  SOs allow you to create a single invoice for multiple orders, do partial invoicing & track backorders.
    There are specific reports in the system that will then show you the invoiced status of your SOs.

    This means you have the ability to create an estimate which if won, you can then convert to a customer sales order & then invoice from there, all linked.

    Unfortunately, it is a feature-flow process as Phuong says above. 
    Having said that, you can still go back & create the estimate though, the invoice just won't be internally linked specifically to it, but it will still be in the customer's transactions.

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner(AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    [email protected]

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • Narelledave
    Narelledave Member Posts: 1

    I like the idea of producing an estimate from a past invoice. This has been on my wish list for some time. Perhaps a tool to to generate an estimate from a memorized transaction invoice. This would not interfere with other linked documents. It could be configured to offer a choice of generating various saved transactions as different transactions. Obviously, there would need to be some understanding by the user that if fields on the source document are not in w=existence on the target format then the information will not be displayed.