Estimate does not convert correctly to a Sales Order

Legacy KB ID: 4292

Question

Why doesn’t the Estimate amount convert properly to a Sales Order?  It appears the mark-up does not come across.

Answer

The problem appears if the invoice is set to display prices in Gross terms through either:

  • ‘Amounts include Tax’ ticked on Invoice
  • Tax Preferences are set to Gross

 

Workaround

Use Net values rather than Gross:

  • Do not tick ‘Amounts include Tax’ on the Sales Order
  • Set Tax Preferences to Accrual and Net:
    • Edit > Preferences > Tax > Company Preferences
    • Under Sales Reporting click on Net
    • Under Tax Reporting Basis, click on Accrual
    • Click OK to close

 

How did we do?

Can I create multiple estimates for the same customer?

Fully invoiced Estimates maintains the Active tick after it is fully invoiced

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