Tracking Estimate To Order
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Tracking Estimate To Order
Is there any way that I can keep track of which estimate created which invoice? For example: I begin an estimate for a set of tires for a customer. Customer gives me the ok to move ahead. So, I convert it to an R/O and eventually to an Invoice. Can I see which estimate I initially began with?
Enjoying Life as Our Maker Designed - Wrenching to pay the bills
Re: Tracking Estimate To Order
Absolutely. The original Estimate# is on the top of most of the templates:
M1 Product Manager
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Re: Tracking Estimate To Order
Ah yes! How could I have been so blind? Well, all I can say is "Thank You" for your assistance.
Enjoying Life as Our Maker Designed - Wrenching to pay the bills
Re: Tracking Estimate To Order
You're welcome. It's easy to overlook the familiar. 

M1 Product Manager
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