ability to change an invoice into an estimate when client decides not to pay for order
Often people come in to view photos, saying they are buying -- you put it together on an invoice and then at the end, they say it is too much and they are going to think about it.....Would like to be able to switch it to estimate.... so that we don't pay commission -- and a sale never comes in!
3
votes
JenniferHarns
shared this idea
completed
·
AdminStudioPlus Support
(Customer Support Director, or Executive, StudioPlus Software LLC)
responded
AdminStudioPlus Support
(Customer Support Director, or Executive, StudioPlus Software LLC)
responded
You can do this! On the invoice, go to the General tab, and change the Invoice Type to “Estitmate”.
If the invoice has a payment, you can’t make it an estimate.
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JenniferHarns
commented
I believe this is already taken care of? When in invoices, click invoice type and it can be changed to estimate and vice versa.....Correct?