- Subscribe to RSS Feed
- Mark Thread as New
- Mark Thread as Read
- Float this Thread for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
I am enjoying the Estimates feature. I'd like to be able to create an Estimate which reserves the next available Invoice number. Is that an option? I get that you might skip some invoice numbers if the Estimate doesn't generate a closed deal. For my clients, they'd like to see the same number on the Estimate as the Invoice. Estimate #5017 = Invoice #5017. Most of my invoices are repeat clients and don't need an estimate. I thought about going in a just creating an invoice for that Estimate, but then it nullifies the benefit of auto-converting an Estimate to an Invoice.
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report
Hey! Thanks for posting. Right now there is not a way to link the invoice number directly to the estimate number. You can always leave a note on your estimates letting customers know the invoice number will be different, but I do understand that this is not an ideal solution.
I will surface this with our team. Thank you! @KevinSeifert
Community Moderator, Square
Sign in and click Mark as Best Answer if my reply answers your question.
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report
Has any progress been made on this item? I have a client requesting some correlation between the estimate number and the invoice number.
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report