Forms on Estimate Vs Invoice

[haleymcg]

I have a form required for a specific job on estimates and again on invoices. Does this mean the technician will have to fill that form out twice or will the estimate form populate in the invoice form? We put it on the invoice in case they skip the estimate step. 

[baraica · Accepted solution]

Hi! The form will only populate once. If the estimate happens first then the form will pop up there, but if the invoice happens first then the form will populate there. 

[ckeo]

Does this still apply if the required form is attached to an invoice that was booked after a tech marked "do work later"

[haleymcg]

Thank you so very much!