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Tag: Estimates

  • 1
    Estimate to Sale
    2 years ago
    Zack
    open0
    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... Read more...
    EstimatesSalesSOM
  • 4
    Retail price lock
    2 years ago
    Chris
    open1Offers to Contribute: $100.00
    Is it possible to have the retail price lock, also lock the markdown markup method on invoices and estimates? I have employees changing the global setting on and estimate and not resetting the markup ... Read more...
    EstimatesInvoice
  • 1
    Ability to round all group items to the nearest dollar
    2 years ago
    Nathan
    declined1
    When making group items, the calculated price can easily include 2 decimal places. It would be much more convenient for collecting cash and tracking purposes if we could choose to have the sale price ... Read more...
    AccountingEstimatesGroup ItemsInvoiceItemsRoundingwork order
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