Estimate to Sale

3 years agoopen0

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.

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