4 Replies Latest reply on Aug 15, 2012 8:37 AM by JoeMan

    Meshing Starter Solutions Invoices and Estimates

    JoeMan

      Title

      Meshing Starter Solutions Invoices and Estimates

      Post

      I want to use the Estimates Starter Solution and have the ability to change the estimate into an invoice later.

      Let me know if either of the following ideas would work or if there is a better way:

      Create a new table occurrance of the Estimates table and rename Invoices (along with minor layout changes) and link the CUSTOMER ID MATCH FIELDS.

      OR

      Create a new table occurrance of the Accepted Estimates table and rename Invoices (along with minor layout changes) and link the CUSTOMER ID MATCH FIELDS.

      Thanks