Estimates to Invoices

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  • Question
  • Updated 3 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, even though I have raised the invoice through the ESTIMATES screen.
Using Premier Edition 2016.
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Samantha Hooper

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Posted 3 years ago

  • 1
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John G, Information Support Analyst

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Hello Samantha,

I'm sorry no-one has responded to you earlier.

Normal function is that once an Estimate is converted to an Invoice is will not be shown to you whenever you invoice that customer.  

You do need to go back to the Estimate and untick the box Estimate Active to have it not appear in Estimates by Customer reports.  

Please rebuild and verify your company file.  does the issue persist?
Change your estimate template - does the issue persist?


regards,
John