We utilize SOM and estimates. When an install estimate is accepted we will typically turn the estimate into an invoice to bill the customer as Aptora training says. But when a customer comes in to pay cash or check we turn the Estimate into a Sale since it is cash in hand again per Aptora training. Submitted ticket thinking this was an issue in the software as to why it was not showing 100% billed on the estimate. They informed us this was the design of the software and we should always create an invoice in order for the estimate to show 100% billed. This contradicts Aptora Training. If an estimate is not supposed to be converted to a “SALE” why is the option available? Reference Support Ticket 30866 for screenshots.
Estimate to Sale
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