Is there a way to make an estimate number appear on an invoice that is created from that estimate?
Capricorn Stages
Member Posts: 23 Reckoner
Is there a way that you can get an estimate number to appear on an invoice that has been created from that estimate? It seems pretty silly that they dont already appear or show in the background how they are linked.
I dont want to have to go back and manually add them
I dont want to have to go back and manually add them
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I have another suggestion - when you are in the Estimate Screen - choose the button for Create Invoice - but select the down arrow and choose Create Sales Order... this will copy over the data and put the estimate number in the memo field down the bottom - you can then select Create Invoice from here and the Estimate number will stay in the memo area at the bottom and the Sales Order No will also go in the S.O.# field if you have this in your template... no need to remember and key in any numbers1
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