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August 2, 2019
Question

Is it possible to keep the origional estimate unchanged after convering to an invoice

  • August 2, 2019
  • 1 reply
  • 3 views
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1 reply

Level 8
August 2, 2019

Hello owenelectrical2,

 

Welcome to the Community - thank you for your question!

 

When converting an estimate into an invoice, the estimate should stay unchanged within the account - it will just show as linked to the invoice. What is changing within the estimate when you convert this on your side?

 

Thanks,

 

Talia