x

After converting an estimate to an invoice how do I then link it to an appointment?

Inputting the items and services a second time is ridiculous and a complete waste of time. I can't imagine that there's not a simpler way to just link the two of them together in one or the other of their respective apps.

@

909 Views
Message 1 of 2
Report
1 REPLY 1
Admin

Hey @Ja50n

 

This sounds like an interesting idea. Would you mind giving me an example of how this would work between the apps? 

 

Let me know. 

️ Isabelle | she/her
Seller Community & Super Seller Program Manager | Square, Inc.
Learn about the Super Seller program!
860 Views
Message 2 of 2
Report