AdminAndrea
Level 5

Other Questions

Yes I think you can add items from that estimate to an existing invoice as long as it is for the same customer.  

 

Open the invoice (original).  There is a a little arrow above BALANCE DUE (right side of screen).  If you click on that it should show you all the open estimates for the same customer.  You should then be able to "add to invoice".  

 

Hope this helps!

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