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:

  1. By running the Folder AR Invoice Tracking Report

  2. By going to the "Folder Needs Re-invoiced" section of your message center. 

To re-invoice, follow these steps: 

  1. Open the Folder

  2. Select the Estimates tab

  3. Click the “Invoice Estimates” button

 

4. The Estimate will now show "Invoiced"

 

 

 

 

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