Material Linked Invoice Items

In cases where a User wants to convert an Estimate into an Invoice, Materials may be linked to Company Invoice Items.

To link a Company Invoice Item to a Material, click the green circle plus, pick a Company, and pick an Invoice Item. Repeat for all Companies that require this functionality.

Example

The Estimate below shows the above Material being used.

Add an invoice and import items.

Pick an Estimate within the Estimate by Line section

The correct invoice items should now be shown. Any unlinked materials will default to the default Company Invoice Item.