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I'm not entirely sure i've done this correctly. My supplier gave me a quotation, i generated an estimate for my client, They accepted. So i created a bill for my supplier and an invoice for my client.
However they are both showing as a profit even though the up lift was about £150 overall. Have i dont this the correct way and if not whats the best way i should have done it?
Thank you :-)
Solved! Go to Solution.
Hi there, @WC2019.
Thanks for visiting the Community. I appreciate you for sharing the details of your concern. Based on what you've shared, you did the right thing. Unless you've created an invoice twice.
Let's run the Profit and Loss by Customer report to verify the transactions. Here's how:
Review the transactions in the report. Once you confirmed that there are two items created, select one of them and delete it.
For more information, I got you an article that can guide you through converting an estimate into an invoice: Set up and use estimates. It also contains links to different topics that will help you with using the estimate.
Let me know if you have other concerns. We're always delighted to assist you some more.
Hi there, @WC2019.
Thanks for visiting the Community. I appreciate you for sharing the details of your concern. Based on what you've shared, you did the right thing. Unless you've created an invoice twice.
Let's run the Profit and Loss by Customer report to verify the transactions. Here's how:
Review the transactions in the report. Once you confirmed that there are two items created, select one of them and delete it.
For more information, I got you an article that can guide you through converting an estimate into an invoice: Set up and use estimates. It also contains links to different topics that will help you with using the estimate.
Let me know if you have other concerns. We're always delighted to assist you some more.
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