Option to convert Retainer Invoices to Sales Order | Package | Shipment | Invoice
Retainer Invoices are for collecting payments in advance. It is logical that once the payment is received we should have the ability to convert the retainer invoice to a Sales Order to Packake | Create shipment and then convert it to an Invoice.
2
votes
Sachit Baliga
shared this idea
-
James Polcyn
commented
Agreed here...when an estimate is approved and retainer invoice sent, the draft final invoice is created skipping the Sales Order step entirely. Logically, a Sales order should be logged once the Estimate is approved and BEFORE a final invoice is created. Is this possible? Anyone figure this out?