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How do I create an invoice from an estimte with service items and then add time and costs to that same invoice
I understand how to create an Estimate and I understand how to create an Invoice from that estimate and specify percentages as a progress invoice, or 100% for a completed job.
I also know how to use the "Add time/costs" to an invoice. This gathers time sheet time entries for service work performed which have been charged to a customer:job, and checks written to vendors to purchase items which have been charged to a customer:job.
What I don't know how to do is to both of these on the same Invoice.
If I create an Invoice from an Estimate it already has all the service time and Non Inventory item charges on it.
If I then use "Add time/costs" it simply appends time and costs so that the result is an Invoice with 2 entries for each, double the charge for each item.
What I need, ideally, is a way to add a time and link it to a line item in the Estimate.
Or add a vendor-purchased item, and link it to a line item in the Estimate.
I don't see a way of doing that. Shall I click on the gear icon?
Solved! Go to Solution.