Estimate conversion query and reporting on foreign currency invoices

Support
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Hi Support,

I sent this message to you last month but have not yet received the refund.?
Hi
We bank with HSBC and have paid for your bank feed option but can’t seem to set it up so we are entering the transactions individually.
Is there any way we can get a refund?

Thanks

Nicola.

Also we are trying to work our way around the estimates feature.
I was under the impression that we could create an estimate and send it to clients, then convert it to an invoice, at which point it be removed from the estimates screen and appear as an invoice on the client’s account. However we currently have 10 estimates updated as converted, the sales invoices appear on the client account but the estimates remain on the estimate screen, this is not the case for all our estimates? not sure how we have done this?
There is also 1 estimate that appears on the client account and not on the estimate screen?
Please advise on how to create an estimate, send to the client, once agreed convert to invoice which will then remove the estimate and show the invoice on the client’s account.

Lastly, we are happy to see that we can create invoices in euro’s but these amounts do not appear on the debtors list, is there anyway if showing the amounts on this report?

Thank you

Nicola.

2

Hi @NHQF

We received your message on 26th October 11:34, and we responded in the same thread 26th October 12:12pm. I have noticed that the system automatically closed this private message which I have now re-opened. If you respond there, then we’ll happily look at this for you.

An estimate can have one of many status’, for example, Draft, Sent, Agreed, Declined, Converted.

With the estimates that are not showing as ‘converted’, what are they currently showing as?

If you would like to provide me with some further details (client name and your account number) in the existing private message, I’ll look into this for you.

You would create the estimate as normal, and click ‘Send’ and select your option (e.g. send by email, send by snail mail or just mark as sent). As soon as one of these are selected, they will appear in the clients account.

The client can agree it from their end, or you can do it yourself by going to More Options and selecting Change Status. If they agree (or decline it), then it will send an email either to the main administrators address, or to the one you’ve specified in your settings.

It can be converted by using the Convert to invoice. This changed the estimate to “Converted” and creates a draft invoice.

The estimate won’t be removed from the clients account, but rather just show as “Invoiced” rather than “Converted” if they view all estimates - it won’t show on their dashboard. The best way to envision this is to impersonate a client through your account and take a look.

The invoice will show once it’s been sent or flagged as sent.

With a foreign currency invoice there are a few things to note:

  • On the invoice management screen (either by clicking the Money owed to you on your dashboard, or by going to Sales >> Outstanding Invoices), this will be shown with the currency it was issued in.

  • On the Debtor/Creditor Report (Reports >> Show all reports), it will be shown in the same currency it’s invoiced in

Any other report (although I may have missed one!), will show the GBP value as all base reporting is done in GBP on QuickFile.

I hope that helps!

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