Let me help you link existing invoices in the new estimate, Aawan.
Quotes can be added to current invoices rather than converted. Allow me to show you how:
- Click the + New Plus icon.
- Select Invoice.
- Choose the customer from the Customer dropdown. This opens the Add to invoice window.
- Tap Add to add quotes to the invoice.
- Hit Add all if you want to add more than one quote at a time.
- If you have progress invoicing turned on, choose how much you want to invoice: (Skip this step if you don’t use progress invoicing)
- To create an invoice on the entire quote amount, select Remaining total of all lines. Then select Copy to invoice.
- Or, to create an invoice for only part of the quote, you can select the option to enter a percentage of each line or the option to enter a custom amount. Then select Copy to invoice.
- Make any updates or edits to the invoice. Then press Save.
You can add multiple quotes for a customer at once if you have more than one open quote. Your consumer, on the other hand, may want distinct invoices for each one. You can run the following report to acquire more information about your open quotes:
- Go to Business overview and select Reports.
- Look for and open the Quotes by Customer report.
- Choose your date range and select Run report.
This gives you the customer name, quote number, status, and invoice no. if it's been converted. You can check out this article for more details about setting up quotes: Create and send quotes in QuickBooks Online.
Feel free to post a comment if you have questions on how to manage quotes and other sales forms. I’m more than happy to lend a helping hand. Have a great day ahead.
