Convert back to estimate

[shephardservices]

Hi,

Is there a way to convert a draft invoice back to an estimate?

Also when i convert estimates, back details are lost on the bottom, but straight invoices are fine. Can you fix this please?

Sam

[QFSteve]

Hello @shephardservices

Is there a way to convert a draft invoice back to an estimate?

Once converted you can not convert an invoice back to an estimate

Also when i convert estimates, back details are lost on the bottom, but straight invoices are fine. Can you fix this please?

When an estimate is converted to an invoice the default text set up in Sales > Invoice customisation is applied.