Convert Proposal directly to an Invoice
My jobs are small and usually 1 job = 1 invoice. I just send the invoice when I'm done working. I don't like setting up the invoices at the job's start, because the job is always changing. Instead, let me convert or copy a proposal to an invoice when I'm ready.
In my mind, the "Invoice" is just the next step in the proposal process. Estimate becomes a Proposal then becomes an Invoice.
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Comments1
John Siebert
Dec 18, 2024
it should be able to be progress payments (%) or Amount as well.