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Multiple estimates to one invoice?
Can I combine multiple single client approved estimates into a single invoice? FYI we have not used any tasks in this process. Please help as I have got myself tied up in knots reading old threads about this. Is there a simple flowchart anywhere that explains how I get the best out of this area of functionality? Thanx
I’m well confused
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Inappropriate?Hi Emz,
Yes you can do this.
As long as you associate the Estimates with a single project you can then combine these in an invoice in the same way as you would with time or expenses.
When you edit an Estimate you will first need to associate it with a project:
When you now create the Invoice select the relevant project and you should see a drop down to add unbilled Estimates:
This will let you combine all Estimates for that project into a single invoice.
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