Changing Posted Work Order to an Estimate

Customer change their mind? This is how to change a work order which has been posted to an invoice into an estimate instead.

This procedure cannot be applied to invoices which are Paid in Full. This is only available on FrameReady 8 and above.

  1. In the Work Order file, find the work order in question.
  2. Click Find Invoice side bar button.
  3. Click Delete button on the line which contains the WO# (far right).
    A dialog box will appear asking if you wish to unpost the work order.
  4. Click Yes.
  5. Return to the work order by clicking on Work Order icon.
  6. In the Order Tab, click Estimate.

 

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Posted on Bert de Roo in Work Orders