Invoice an Estimate

Invoicing an Estimate

The estimate will automatially invoice when the Folder is marked with the Delivered date.

To create a Pre-invoice to give to the customer prior to delivery, follow these instructions: Pre-Delivery Invoice

Folders that need Re-Invoiced

Note: the need for a user to manually re-invoice estimates has been removed with an update on 10/1/2022. The system will now automatically auto-reinvoice. The auto re-invoice will show in the audit log with user “SYS-AUTO” when it happens. You will need to manually re-invoice any Folders that had this flag prior to the update.

You can see which Folders need re-invoiced one of two ways:

By running the Folder AR Invoice Tracking Report
By going to the "Folder Needs Re-invoiced" section of your message center.

To re-invoice, follow these steps:

Open the Folder
Select the Estimates tab
Click the “Invoice Estimates” button

4. The Estimate will now show "Invoiced"