Meredith_M
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- Username Meredith_M
- Joined
- Visits 2
- Last Active
- Roles Member
- Points 17
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- 3
- Posts
- 4
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Turn Estimates into Recurring Invoices?
It would be ideal to be able to create a recurring invoice from an estimate. I use this when clients request payment plans or it's a multiple month engagement. (View Post)1 -
Re: Hide/Remove "Grand Total" from an Estimate
This would be game changing for my business. Right now I really can't use the estimates function and would love to streamline my process. Sending multiple attachments looks a bit clunky and I worry t… (View Post)1 -
Re: Mark Estimates converted to invoices as "accepted" or similar
@CallieP Thanks for your response. To be clear, is there a way to have estimates do anything other than "sent" and "expired"? It's confusing that an estimate that became an invoic… (View Post)1 -
Re: Mark Estimates converted to invoices as "accepted" or similar
I agree with @solosails. It would be so helpful to have statuses (manual is fine for me) for the estimates: (sent, declined, accepted) to track the workflow and ensure that I'm not duplicating effort… (View Post)2
