Hi Community,
Is anyone aware of a way that you can turn 'paid invoices' into orders so they appear in the order screen?
We're a cupcake shop that sells instore and online. For larger events or special orders we have an enquiry form on our website. When we get an enquiry, we turn it into an estimate (quote) and wait for the customer to accept. Once accepted, it automatically becomes an invoice. Once paid, it would be so helpful to have the paid invoice converted to an order. We currently have to keep a record of paid invoices and their dates, so we prepare the invoice order on the correct day. It would be SO helpful if they automatically appeared in orders.
Would love any help!
Square Community