How can i un-convert an estimate that was converted in error so that the Total sales is correct?

Previous ContributorPrevious Contributor
Former Community Member
 
1 ACCEPTED SOLUTION

boylanov
New Contributor III

If the technician sold it and it locks out your ability to unsell I have been doing the following:

  1. Duplicate the estimate
  2. Go into the invoice and delete the sold version (original)
  3. Go back to the opportunity screen
  4. Now if you mark it as sold, going forward you can simply unsell it if necessary.

That is the only way I have found. Possibly someone else has a better solution.

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2 REPLIES 2

Previous ContributorPrevious Contributor
Former Community Member

This works, At first, I thought it didnt sound right, but its the only way I have been able to unsell an estimate

boylanov
New Contributor III

If the technician sold it and it locks out your ability to unsell I have been doing the following:

  1. Duplicate the estimate
  2. Go into the invoice and delete the sold version (original)
  3. Go back to the opportunity screen
  4. Now if you mark it as sold, going forward you can simply unsell it if necessary.

That is the only way I have found. Possibly someone else has a better solution.