Converting Estimate to Invoice using auto feature -
I have used the auto convert option to have an estimate generate an invoice for the customer when they accept it, and It changes the estimate number to the next invoice number, but the invoice still says "ESTIMATE" on it instead of changing it to say INVOICE. I have searched the settings, but I can't figure out if there is a way to change this. Can anyone help?
@DanielleR I appreciate your patience as I reviewed your account.
It appears that the issue lies in the title of the estimate, set as "ESTIMATE," which is why it persists when converted into an invoice. To resolve this, you can update the title under the estimate settings so that it no longer reflects once changed to an invoice.
I hope this clarification is helpful. Feel free to let me know if there's anything else I can assist you with.
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