Convert Estimate to Invoice

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  • Plugin Contributor Dan Cameron

    (@dancameron)

    If you change the status of an estimate to “accepted” than an invoice is automatically created.

    Thread Starter Chris Borgman

    (@chrisborgman)

    Hi Dan,

    When I created the Invoice from an Estimate I was hoping it would be the same # for easier referencing. Are the numbers generated randomly? If so, can an Estimate look at both Estimates and Invoices and choose a number not being used? And vice-versa?

    Also, the Invoice number had a “-” between 2 same numbers, what’s does that mean?

    At first I thought the first number was pulled from the Estimate and second number was the new Invoice number. That would be OK too, if they could not be the same number.

    My Invoice: https://chrisborgman.com/invoice/1032/ created from Estimate: https://chrisborgman.com/estimate/1014/

    Note the double number in the Invoice.

    Thanks!

    Plugin Contributor Dan Cameron

    (@dancameron)

    Hello again.

    The estimate and invoice ids are the same as the post_id within the WordPress database. If you wanted to increment them than you’ll need to use a filter. A basic customization I did for a license holder (via priority support) was to filter load_view_args_admin/meta-boxes/invoices/information.php.

    When numbers separated with a hyphen it’s likely they were duplicated, in this case it looks like a bug in the free version and I’ll create a ticket.

Viewing 3 replies - 1 through 3 (of 3 total)
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