thread Re: Can the Estimate number match the Invoice number it creates? in Archived Discussions (Read Only)

Can the Estimate number match the Invoice number it creates?

KevinSeifert — Mon, 08 Jun 2020 23:17:43 GMT

I am enjoying the Estimates feature. I'd like to be able to create an Estimate which reserves the next available Invoice number. Is that an option? I get that you might skip some invoice numbers if the Estimate doesn't generate a closed deal. For my clients, they'd like to see the same number on the Estimate as the Invoice. Estimate #5017 = Invoice #5017. Most of my invoices are repeat clients and don't need an estimate. I thought about going in a just creating an invoice for that Estimate, but then it nullifies the benefit of auto-converting an Estimate to an Invoice.

Re: Can the Estimate number match the Invoice number it creates?

AshleyK — Wed, 10 Jun 2020 14:23:18 GMT

Hey! Thanks for posting. Right now there is not a way to link the invoice number directly to the estimate number. You can always leave a note on your estimates letting customers know the invoice number will be different, but I do understand that this is not an ideal solution.

I will surface this with our team. Thank you! @KevinSeifert

Re: Can the Estimate number match the Invoice number it creates?

kt_gates — Thu, 29 Apr 2021 15:58:39 GMT

Has any progress been made on this item? I have a client requesting some correlation between the estimate number and the invoice number.