With the updates to the Estimates section what do we do with all our existing estimates that had already been invoiced?
Is there a quick way to automatically approve all previously invoiced estimates and perhaps prompt on what to do with those that haven't?
Would to have to go through them all manually and don't want to leave them as is as it is now saying that there a heap of pending estimates when in fact there are not.
Anonymous
shared this idea
Thank you for this suggestion! In a recent update we’ve added a “Approve All Invoiced Estimates” button to the Estimates Preferences page.
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Ryan (CTO, Pinellas Computers)
commented
@Pamela
Can you confirm some of these related questions:
When an estimate is converted to an invoice - does it always get marked as APPROVED?
When a ticket is Resolved - do all estimates that weren't converted/approved get DECLINED? -
Anonymous
commented
Further to the new estimates features, when a client approves an estimate can you please then show a screen with the terms and conditions and the signature box for them to sign?