Convert Invoice to Work Order, Other Combinations
Currently, If you convert and Estimate into an Invoice, you cannot update the same invoice if you have to revise the Estimate ( you have to generate a new invoice or update your existing invoice manually). This creates a problem if you revise the Invoice but then need to convert it into a work order, which you can only do from an estimate.
I suggest the option to update an invoice using an existing estimate (like how you can choose and estimate when generating a work order)
AND/OR to have the ability to convert an invoice into a work order
This is already on our list! We don’t have a date to announce at this time, but we’ll update here as we get closer.