Estimates not closing once invoiced

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  • Updated 4 years ago
Why do the Estimates remain OPEN once the job has been completed & invoiced.  Everytime I go into a customer to invoice, it brings up the complete list of ESTIMATES that are still pending with this customer (very annoying!!!)  How do I stop that? ALSO since all previous Estimates from last financial year need to be CLOSED - how can I do that in an EASY way - all at once, instead of pain-stakingly going into each individual Estimate & closing (over 400 estimates here too!!!)
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Sonya Herbert

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Posted 4 years ago

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Amanda Barrow-Scott

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It may be that you're not using the correct Tax Invoice template?  (Custom S.O. Tax Invoice)
Also you need to have the Estimate open and then click "Create Invoice" in order to convert it to a Tax Invoice.