We’ve improved the quote-to-invoice workflow by making it easier to keep your records accurate and up-to-date.
Now, when you create a related invoice for a quote with finished work orders, those work orders will automatically be marked as invoiced.
Here’s how it works:
- Automatic updates: Finished work orders linked to a newly created invoice are instantly updated to “invoiced.”
- Flexibility for manual adjustments: If an invoice is deleted, the work orders revert to a “needs invoice” status, and the manual "invoiced" checkbox remains available for any necessary updates.
Important note: This applies to only new work orders, ensuring a smoother process moving forward.
