Invoicing off an Estimate - Can you edit the description on invoice without changing the description

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Charlene
Charlene Member Posts: 27 ✭
edited June 2020 in Reckon Accounts (Desktop)
Hi, 

I am currently using Reckon Accounts Enterprise 2019.

When we Invoice off an Estimate, we edit the text in the “description” field, so that the text from the Estimate doesn’t
carry across to the Invoice. Is there another field on the Invoice for a description of works carried out, so that we can keep the Estimate wording on the Estimate?

Long story short - can you edit the description on an estimating invoice without changing the description on estimate?

Thanks :)

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  • Orkun Evren
    Orkun Evren Member Posts: 41 ✭
    edited June 2020
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    We do that all the time but we create the part invoice from the estimate first and then change the description on the invoice after it is created. That way the estimate remains the same.

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