Loading invoice estimate from Web to app?
Balcmeg
Member Posts: 2
Hi. This might be a function I missed but is there any way to access the invoice estimates I write on the Web interface and later open and edit the same estimate in the invoicing app for iPhone?
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Hey there,
At the moment, the Invoice app is dedicated exclusively to creating and sending invoices. The app shares all invoicing info with the web version of Wave, but for the foreseeable future it will be necessary to create and edit estimates on the online version.
Hey @Morris_S, thank you for your feedback here, and I do apologize that the mobile app does not currently have the ability to mange those Estimates at present. This is not something that is currently on the mobile team's roadmap, but it may be something that we seek to develop in the future. Sorry for the inconvenience here.
Hey there @brtom
Our estimates has yet to see any major imperative updates in some time. I know that our team has been working diligently on the back end of the invoicing software to be able to roll out future changes to invoicing. We're hoping to see some updates to our estimates section once our team has moved all users to our latest version of invoicing in the backend.
Having Estimate available on the App with the "convert to invoice" functionality is extremely important as customers expect the invoice on the spot so that they can pay it, often before you leave the site.
Agreed. I was surprised to not see Estimates included in the app.