Skip to content

I suggest you ...

← General

Add Estimate line items to existing ticket

Currently we are able to create an estimate that is linked to an existing ticket, but if the estimate is approved, we need to create an entirely new ticket, or a separate invoice.

I believe it would be beneficial, once approved, to place the line items from the estimate, into the existing tickets open invoice (Under "Add/View Charges") with a "Add to Ticket" button or similar functionality.

9 votes
Vote

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
You have left! (?) (thinking…)
Michael shared this idea  ·   ·  Report…  ·  Admin →
How important is this to you?

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • Clifford commented  ·   ·  Report

    this is a frustrating method. We should simply be able to add an approved estimate as a ticket charge or the estimate when approved the charges are added to the ticket charge automatically.

    Please address RS!

  • Bzizzle Alexandro commented  ·   ·  Report

    I agree! it would also be great to have the line items converted to Worksheets if possible?

General

Categories

Feedback and Knowledge Base

(thinking…)