Estimates to Invoice

[JayPretorius]

Hi There,

I am currently using the StartingPoint Template for my business. 

My current problem that needs solving is I created a few new fields and portals on the estimates module in which I must manually put a customer Reference Number, portal created for showing the Cubic meterage, and a calculation field which calculates the total cartons needed as a result of the Quantity input and the Master carton qty. 

The problem enters when I "move to invoice" it does not relay all the information from Estimates to the invoice module. I am struggling for the answer, having tried creating portals (perhaps I am not setting up the portal correctly?) 

 

Any guidance on this would help greatly! 

 

[Richard Carlton]

Hi Jay,

This is a good question.  Things like this come up all the time.   So we shoot videos to explain it.  Its about a 7 or 8 minute video...but would be a pretty beefy book here to...write up in this forum.

 

Check out our Pro 14 Video Course, Video # 0210, 

0210 - FMSP Estimate to Invoice Transfer Button - Customize it!

http://www.learningfilemaker.com/fmpro.html