Converting Estimates to Invoices |
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Once an Estimate has been accepted, it can be converted to an Invoice. This process should be done prior to working on the service unit, because it enables the operator to print a detailed Technician's Worksheet.
To begin the process, select the General tab on the Workorder Development menu. Once the information window is displayed, select the
The system will then display labor. Using the same highlight plus Enter / Double Click process, marking each labor description to be converted. Selecting the
When parts and labor are specified on the estimate, they would normally be converted. In some cases, an exact labor description will be put on the workorder, with an Estimate price that includes parts, although they were not specified. When the conversion takes place, however, the system will use the actual labor price that was saved when the entry was placed on the workorder originally.
When diagnostic statements are used on an estimate, they should probably not be converted.
So you forgot to convert some items ! If you go through the process of conversion and skip some items, or accidently press the |