When including estimates in creating an invoice, allow selection of specific estimates instead of having to include all. The way it works now is that you can include all estimates and then delete the items not needed, but the estimate the items deleted relate to remains recorded as invoiced. There needs to be a way to either select only the estimates required for that invoice, or that once all items related to a specific estimate are deleted from the invoice, that estimate reverts to not being recorded as invoiced.
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Hey Nigel, I’m one of the engineers at FreeAgent in the team responsible for invoicing.
Thanks for your request, I’ve added this to our internal feature requests list so that it will be considered when planning future work.
kynect@Nigel_Cowlin,
When creating a new invoice, include an option to “Select Estimates.” This would open a window displaying all estimates for the chosen client. Each estimate would have a checkbox allowing you to select the ones you want to include in the invoice.
Once you’ve selected specific estimates and added relevant items to the invoice, the system should automatically update the status of those estimates. “Partially Invoiced” (if some items are invoiced) “Not Invoiced” (if no items from that estimate are included)