When an Estimate is converted to an Invoice, have the 'Estimate Active' option automatically unticked

I hope this comes in very soon

Hi Rick,

Thanks for your message.

We'll investigate to see if we can automatically unselect the Estimate is Active tickbox once an Estimate has been 100% Invoiced and possibly add "INVOICED IN FULL" stamp on the Estimate. It's the similar behaviour of Sales Order (you do not have the tickbox of if it's active/inactive).

For the existing Estimates, you will still need to manually unselect the Estimate is Active.

Thanks

Ifti

Hi,
While I appreciate this is a good step towards my suggestion for Estimate Active.

Please consider what do you do with Estimates that are not to proceed. Currently you must go back in time and open every estimate, untick the check box and then click save or next. It makes sense to do them in order and given it is so cumbersome it is usually done for several months at a time. That then means clicking next is easier and you then get a dialogue box saying do you wish to save or exit.

That makes the process very time consuming.

Please consider that by making the tick box on the Customer Information Page so that it can be clicked to untick would be the easiest. Otherwise creating the likes of a reconciliation type page where you can batch process numerous Estimates to be unticked.

Rick Clement
Director

On the customer Information page there is a tick for estimate Active. Make that field be able to toggle on or off from there without having to open each Estimate.