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Turning an Estimate into an Invoice

Turning an Estimate into an Invoice

Sometimes an Invoice should be created from a previously approved Estimate, instead of building it from the associated Field Slips (Visit Reports).   

Since the price of the work has already been set, you don’t need to push all the Visit Reports to the invoice.  Instead you can use the initial Approved Estimate and push it to a new Invoice with all the relevant job information and pricing information carrying over.  When you do so all the associated Field Slips will be closed so you have no risk of double billing the client.  Closed Field Slips remain in the Customer file and their service history.  

Ignition Software From Invoice from an Estimate

Associated Field Slips will get closed

Previous Intro to Invoicing
Next The Invoice Builder
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