Confusion with Estimates to Invoices

DCarnahan — Sat, 07 May 2022 01:39:08 GMT

When I send an estimate, we ask for 50% to schedule services. I'm wondering, if I make an estimate, which means the actual labor and materials used after the fact could be different from my original estimate and I need to change the final amounts, can I change what I need to in order to reflect total costs? I guess I'm confused because when it asks for when the invoice is due, and I put due upon invoice date, it assumes that invoice date is when I submitted the estimate, which is not the same. Feeling a bit bogged down by the confines of Square already, but hoping we can make this work.

Re: Confusion with Estimates to Invoices

Minion — Sun, 08 May 2022 09:43:00 GMT

Hi @DCarnahan

As for the dates, What I do is just set the estimated date of when I propose/plan to start on their project and book them for an appointment.

When I am about to send the invoice, I choose the option to Automatically Convert Estimate to Invoice > Save Invoice as draft once accepted.

You will then be able to go in and adjust any items needed on the invoice prior to actually sending it.

Let me know if this works for you.

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Confusion with Estimates to Invoices

Re: Confusion with Estimates to Invoices