With “Estimates” that have multiple lines there are occasions when the items are invoiced in stages. The first “Convert to invoice” is quite easy to send as this only involves removing the lines that are still awaiting completion. The estimate is flagged as “Converted” and the “Convert to invoice” button is no longer avaiable.
So, how to invoice for other items after the first conversion?
The workaround that faciltates the “Convert to invoice” becoming available again;
ESTIMATE More Options > Change Status > Covert to Draft > next…> Send > Flag estimate as sent
The above work flow recovers the “Convert to invoice” button for a follow up invoice but is a rather clumsy method when such circumstances are not that uncommon.
What about having a further button added to “More Options”?
Having the additional button in More Options → Change Status → Convert to invoice would be easier than the workaround method used at present.
The estimate flagging could be another method of keeping the “Convert to invoice” if there was a way to flag an estimate “Converted (Partly)” in a similar way that invoices partially paid are flagged “PARTIAL”.
Another easier workaround (assuming you knew beforehand) would be to create the invoice and leave it as draft then ‘create copy’ then remove the unwanted lines. The final invoice would be converting the original draft to an invoice.
It would be really good to be able to convert an estimate to a partial invoice until all the items are invoiced.
With current supply issues, it is now common for us to have an estimate agreed then delivered in multiple parts. This is something not well managed in Quickfile and the result in our case is that we are forgetting to invoice items.
why from Estimate you may ask. The lack of status in Quickfile means we have very little option to track the progress of estimates. So the only indicator that an estimate may need processing is if the status is Agreed.
If we could have the option to create custom status that would also massively help us.
In our case we would like to have Draft Sent
Chased client Agreed
Ordered from Supplier
Received
Out for delivery Converted to Invoice
