So, I usually write estimates, and then get paid immediately at the end of the job. So, since I received the money, I should send a sales receipt, but then the "accepted estimate" is still listed and it is not "complete." Wondering how to rectify or account for all of this...to include what if the price changes during the job? Thanks
We can only attach an estimate to an Invoice or convert it to a Purchase Order. You'll want to manually change the status of the Estimate to Closed. Then, indicate in your Sales Receipt the changes in the Message displayed on sales receipt or Message displayed on statement fields.
Here's how to change the status of an estimate:
Open the transaction.
Click the the estimate's status just below the name of the customer, then select Closed.
Click Save.
Here's an article about these features for more details:
Simply convert the Estimate to an Invoice and Receive Payment. If the estimate is essentially the finished job you are currently doubling your work load..
Customer Estimates can be converted only to Invoices but you can convert part of it at different times by line item or percent completion. This is called Progress Invoicing
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