http://m.getsatisfaction.com/topics/7805687 Estimate Invoicing 2018-11-09T03:51:49Z 2018-10-17T06:17:00Z 7805687 http://m.getsatisfaction.com/topics/7805687 7805687 Estimate Invoicing 2018-11-09T03:51:49Z 2018-10-17T06:17:00Z Leanne Schomacker http://m.getsatisfaction.com/people/6992136 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11335362/me_medium.jpg leanne_schomacker I currently use Estimates and Progress Payments. When I invoice 100% of the estimate but then add an extra item to the Progress Invoice, the original Estimate still appears as being open. It shows as the GST amount being still not invoiced.<br /><br />For example, the Estimate is for $1200 plus $120 gst. I enter as 100% owing for the invoice and the invoice will be created for $1320. I then add an extra line for $50 (inc) and the invoice is now for $1370. When I look at the original Estimate, it show as still having $120 open.<br /><br />I am using Reckon Accounts Premier 2018 question complete 4 5 1 comment http://m.getsatisfaction.com/topics/7805687/replies/19808359 http://m.getsatisfaction.com/topics/7805687 19808359 Acctd 4 (Shaz) (Reckon Accredited Bookkeeper/Regd BAS Agent) responded to "Estimate Invoicing" 2018-10-17T07:27:09Z 2018-10-17T07:27:09Z Acctd 4 (Shaz) (Reckon Accredited Bookkeeper/Regd BAS Agent) http://m.getsatisfaction.com/people/4372472 https://graph.facebook.com/564477472/picture?type=normal acctd_4 <p alt="" name="" rel="" target="" title="" type="" value="">Hi Leanne<br alt="" name="" rel="" target="" title="" type="" value="" /> <br alt="" name="" rel="" target="" title="" type="" value="" /> Unfortunately, this seems to be&nbsp;a bit of a Estimates glitch &amp; isn't necessarily from adding an additional amount on the invoice - Sometimes an open balance shows&nbsp;for an Estimate even when it's been invoiced exactly.<br alt="" name="" rel="" target="" title="" type="" value="" /> <br alt="" name="" rel="" target="" title="" type="" value="" /> Depending on the reports you run, there are a couple of workarounds ....<br alt="" name="" rel="" target="" title="" type="" value="" /> <br alt="" name="" rel="" target="" title="" type="" value="" /> </p> <ul alt="" name="" rel="" target="" title="" type="disc" value=""> <li alt="" name="" rel="" target="" title="" type="" value="1">(If you don't track via the&nbsp;open Estimate reports &amp; just want the "Open Balance" to correctly&nbsp;display " 0.00"&nbsp;in the Customer's transactions .....)<br alt="" name="" rel="" target="" title="" type="" value="" /> Edit the Estimate by the amount it's out &amp; "Save ..."&nbsp;it.&nbsp; &nbsp;&nbsp;&nbsp;&nbsp; </li> </ul> <p alt="" name="" rel="" target="" title="" type="" value="">(Remember, Estimates are non-posting transactions so do not impact on your financials in any way) <br alt="" name="" rel="" target="" title="" type="" value="" /> </p> <ul alt="" name="" rel="" target="" title="" type="disc" value=""> <li alt="" name="" rel="" target="" title="" type="" value="1">Alternatively, update the Estimate FIRST as per the invoice you are about to do, accepting the Estimate change that pops up.<br alt="" name="" rel="" target="" title="" type="" value="" /> <br alt="" name="" rel="" target="" title="" type="" value="" /> </li> <li alt="" name="" rel="" target="" title="" type="" value="1">If you use the "Estimates by Job" report,&nbsp;you can manually untick the "Estimate Active" checkbox on the Estimate&nbsp;(then "Save &amp; Close") to remove it from this report listing.&nbsp;</li> </ul> 0 http://m.getsatisfaction.com/topics/7805687/replies/19810144 http://m.getsatisfaction.com/topics/7805687 19810144 Reckon FAQs responded to "Estimate Invoicing" 2018-10-17T23:27:49Z 2018-10-17T23:27:49Z Reckon FAQs http://m.getsatisfaction.com/people/6240286 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10149220/Communitylogo_large_medium.jpg reckon_faqs Welcome to the Reckon Community, Leanne.<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />Try saving the invoice immediately after converting the Estimate.&nbsp; Then make your additions.<br alt="" name="" rel="" target="" title="" type="" value="" />Do you get a better result?<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />regards,<br alt="" name="" rel="" target="" title="" type="" value="" />John. 0 http://m.getsatisfaction.com/topics/7805687/replies/19810274 http://m.getsatisfaction.com/topics/7805687/replies/19810144 19810274 Leanne Schomacker responded to "Estimate Invoicing" 2018-10-18T01:44:25Z 2018-10-18T01:44:25Z Leanne Schomacker http://m.getsatisfaction.com/people/6992136 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11335362/me_medium.jpg leanne_schomacker I did try that. It still had the $120 as open. 0 http://m.getsatisfaction.com/topics/7805687/replies/19849351 http://m.getsatisfaction.com/topics/7805687/replies/19810144 19849351 Emma White responded to "Estimate Invoicing" 2018-11-09T03:51:49Z 2018-11-09T03:51:49Z Emma White http://m.getsatisfaction.com/people/9387920 https://www.gravatar.com/avatar/d148db5c9e368dbf60790ab4b4a0bc36?d=identicon&s=55&r=PG emma_white_kjzgxq6fg0s5t Thanks Leanne, glad to hear it is not just me.&nbsp;&nbsp;I have just noticed this too and it seems to the GST amount.&nbsp; Even when I have not added an extra line to an invoice for extra work it still has an open balance when the estimate has been invoiced in full.&nbsp; Reckon, please fix as it does effect estimate reports. 0