Convert Invoice to PO when Invoice created from Estimate
The ability correctly exists to send an Estimate to a Customer via the Portal, and when the Customer accepts the Estimate it will auto-create the Invoice based on settings in Preferences.
But when using this capability, it isn't possible to convert the paid Invoice into a Sales Order in order to convert to a Purchase Order. This is a big problem and eliminates 70% of the value of delivering the Estimate via the Portal.
When a Customer pays via Estimate, there is ZERO VALUE in creation of a Sales Order. Payment has already been made. There must be the ability to convert the paid Invoice that originated as an Estimate into a Purchase Order.
Without this ability, a the optimal flow has to be altered with wasted effort and Customer confusion.
Sean Gardner
shared this idea
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Anonymous
commented
Agreed, and I have disabled Sales Orders. However, now I can't "automatically" track, or create a Purchase Order to my vendor, from an accepted Estimate, or Invoice.