Is there a way to take the information inputted into an Estimate and pull it into a Sales Receipt? Most of my estimates result in sales of exactly the same items and I would rather not have to re-enter the same fields in the Sales Receipt.
I am using QuickBooks Pro 2003
Email is greatly appreciated.
Respectfully,
Robert S. Solow CLS Games snipped-for-privacy@Comcast.Net
No not even in version 2007 only into invoices.
My version of QuickBooks 2007 Premier allows me to create a Sales Order from an Estimate.
Gary
In the context of the original post that fact does not matter. The flow of data would go from estimate to invoice directly not estimate to sales order to invoice.
Ummm.. what would be wrong with issuing an invoice? An invoice that gets paid the same day?
Enter the payment for the sale. From the estimate screen, use the option to 'create invoice' to create an invoice for the total amount. When you go to save the invoice, you will be given a message that the customer has outstanding credits (for the payment just entered). Apply the credit, print the paid invoice as a receipt.
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