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I have an invoice that was created a week ago. It is in the system, it is saved. I sent an estimate to the client a couple of days ago and now they want to add the products in that new estimate to the order they had placed a week ago. Do I have to add manually? Or is ther a way to link the new estimate to that invoice that is already in the system?
Help is appreciated
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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!
Hello GarciaM,
Thanks for connecting with us here again. Managing your invoices and estimates in QuickBooks is a great step towards keeping your books clean. I'll be happy to share more details about the estimates and invoices so you're on the right path.
The QuickBooks workflow works in a way that allows you to convert an estimate into an invoice and not vice-versa. That being said, you'd have to manually add the the products in question to the estimate and if you need to convert the updated estimate into an invoice, check out the following article: Convert an estimate into an invoice in QuickBooks Online.
Let me know if this info helps. I'm here in case you have additional questions. Otherwise, I wish you a great rest of the week.
Hi,
Thank you for the reply but my question is somewhat different. I already have an invoice created (Invoice 9876). It is there, in the system with a date of Feb 23.That invoice (9876) was created by linking an estimate to it.
On Feb 27, the client decided to add to that order the products that had been quoted on a separate estimate. My question is... can I link that other estimate to the invoice that is already saved / existing (9876)?
I already know how to link an estimate to an invoice at the time of creating the invoice... and that is not my question.
Any help is appreciated
Just to make sure I'm on the same page as you, you have an invoice that was already linked to an estimate prior to Feb 27 and now you'd like to link another estimate on top of the existing link between the invoice and estimate? If so, it's important to note that you'll have to create a single estimate for each invoice. However, the program does allow you to do this in reverse, which is having multiple invoices for a single estimate. This can be accomplished using Progress Invoicing. Feel free to ask to ask 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!
Thank you Andrea!!! That worked just beautifully!!! You rock!
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