When an Estimate is converted to an Invoice, have the 'Estimate Active' option automatically unticke
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NEILR
Reckon Alumni Posts: 40 Former Reckon Staff Member

When an Estimate is converted to an Invoice, have the 'Estimate Active' option automatically unticked
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Currently when creating an invoice from an estimate, it's necessary to go back to the estimate an mark it inactive which is time consuming.0
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Hi everyone
Just an update on this idea, we're going to mark this as one we'll consider in the longer term future. I know this would be a really handy improvement and it sounds straightforward however our teams have investigated the feasibility of this and there's a significant degree of complexity in the code and workflow, particularly when using progress invoicing. In addition, the codebase involved touches several critical workflows, and making changes here carries a high risk of unintended impacts on other features and functionality.
Due to this, it's unlikely that this idea will be implemented in the near future. However, weโre keeping it on our radar and may explore it again down the track
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