Estimates to Sales?

[db9312]

Is it possible for Goldenseal to convert an estimate to a Sale, without converting to a project?

[Dennis]

You can enter an Estimate into a Sale, similar to the way it works for a Project account. Click the More Info button in the sale, and enter it there.

To be honest, I'm not sure how much Goldenseal does with the Estimate, once it's linked in. So far we haven't had a lot of call for Sales with Estimates.

However, if there's something you'd like it to do once it's there, let us know!

[db9312]

Thanks for responding, I have used the estimate link in "more info" of a sale, but after entering an estimate nothing changes in the sale. I think this would be a good feature for small jobs (1 or 2 day), where a project account is not required.
Thanks