Jump to content
View in the app

A better way to browse. Learn more.
FMForums.com

A full-screen app on your home screen with push notifications, badges and more.

To install this app on iOS and iPadOS
  1. Tap the Share icon in Safari
  2. Scroll the menu and tap Add to Home Screen.
  3. Tap Add in the top-right corner.
To install this app on Android
  1. Tap the 3-dot menu (⋮) in the top-right corner of the browser.
  2. Tap Add to Home screen or Install app.
  3. Confirm by tapping Install.

Estimate/Order to Invoice

dagolfguy
in Script Workspace and Script Triggers

Featured Replies

  • Newbies

One click etimate to invoice. i also have an invoice form that i want to auto fill from the estimate/order form.

I have a order form, that has a status fields radio (qoute, invoice). when this qoute turns into an invoice I would like it to auto create an invoice. my line items are in a portal.

Thanks in advance

This demo might help:

My link

PS: The OP on the linked thread was trapped in a multi-file FM system. Ideally, Quotes and Invoices are all tables in the same FM file.

Create an account or sign in to comment

https://fmforums.com/topic/76573-estimateorder-to-invoice/
Go to topic listing

Important Information

By using this site, you agree to our Terms of Use.

I accept

Configure browser push notifications
Chrome (Android)
  1. Tap the lock icon next to the address bar.
  2. Tap Permissions → Notifications.
  3. Adjust your preference.
Chrome (Desktop)
  1. Click the padlock icon in the address bar.
  2. Select Site settings.
  3. Find Notifications and adjust your preference.