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June 3, 2024
Question

Unbilled estimate

  • June 3, 2024
  • 1 reply
  • 1 view

I have an estimate where our PM changed the customer name on accident, when we changed it back to the correct customer it showed as if the estimate had not been billed at all when in fact everything had been billed and paid for except retention. How can we correct this problem without deleting any invoices and messing up the already received payments? 

1 reply

BigRedConsulting
Level 15
June 3, 2024

When you change the name on an estimate it breaks the links between the estimate and the invoice(s) created from it, and so it will show unbilled.

Lola03Author
June 3, 2024

Yes, I know this. I am looking for a solution to correct that.