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When creating an invoice from a estimate that has reserved items on it. it duplicates the lines. An option for this not to happen would be nice.
When creating an invoice from a estimate that has reserved items on it. it duplicates the lines. An option for this not to happen would be nice.
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This would be a huge help. If it is not possible for the system to recognize the duplicate parts like it does when “assign to work order does”
Two ideas that may make the work flow when billing from an estimate would be – If you could almost check the part next to it as “use item from reservation” verse having to manually duplicate and deleted the extra line item when billing from a quote or mobile invoice. (This would add more clicks to the system and could take more time with a lot of parts.)
Or under the warehouse it “pulled from reservation”.