July 30, 2020
Turning estimates into invoices
So far, the estimates that you had issued and your clients had accepted, could be turned into invoices with the click of a button. To modify the resulting invoice one had to locate the new record, visit the corresponding invoice page and then hit the "Edit" button.
From now on, whenever you turn your estimate to an invoice by clicking on the "Create invoice" button from the drop-down menu, the invoice edit page will come up. All the invoice data will be conveniently pre-filled based on the coresponding estimate. This new small extra step in the invoicing process ensures that you get a chance to modify the invoice before it's actually saved.