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Determine whether an estimate has been invoiced

To do this task

  1. Click Customers.

  2. Select the customer or job with the estimate you want to view.

    If the Customer Center shows the full list only, adjust the width of the list so you can see the transaction list on the right side of the Customer Center.

    Topic goes here
  3. Click the Show drop-down arrow (above the transaction list on the right) and then click Estimates.

    If the estimate has been invoiced, the open balance for it will be zero. If you want to view the estimate, double-click it.

    Note: Invoicing affects the estimate balance only when progress invoicing is turned on.

KB ID# H_EST_DETERMINE_WHETHER_INVOICED
9/25/2016 6:57:05 PM
QYPPRDQBKSWS07 9138 Pro 2017 1b9697