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Updated on January 30, 2020 06:15AM by Admin
Apptivo enriches your experience by allowing you to convert records from Estimates App to Invoices App. You may not require the conversion of entire data to the Invoices App. To simplify your work, Apptivo has introduced Custom Conversions. Custom conversion enables you to convert the particular attributes of a record in the Estimates App to Invoices App. Here, you can decide the values for conversion.
- You can access Custom Conversion from Settings in the Estimates App → Estimates → Conversion → Custom Conversion. Here, select Mapping to choose the attributes.
- Select the Mapping function of the Invoices App and select the attributes for conversion.
- In the Mapping field, I have linked the tasks and events with the Invoices App. I have also mapped the Estimate date with the Invoice date along with the customer name.
- Hence, the other values will not be mapped when conversion takes place.
- You will receive a notification once the mapping is complete.
- Go to Show All in Estimates App and select a record to convert.
- Select Convert → To Invoices from the Overview page to convert the record.
- Once the record is converted, you will be redirected to Create Invoice page. Here, the selected attribute’s value will be mapped in the Invoices record.
- You can add other values to the Create Invoices page and save the record.
Converting Multiple Times
Custom Conversion has a feature that allows conversion of a record multiple times.
Instance 1: When Allow Conversion Multiple Times is turned ON in the Estimates App.
The record which has already been converted can be converted again. Here, the record Caroline is already converted to Invoices App.
When the conversion process is selected, you can convert it again to Invoices App.
Instance 2: When Allow Conversion Multiple Times is turned OFF for the Estimates App.
The record which has already been converted cannot be converted again. Here, the record Caroline is already converted to Invoices App.
When the conversion process is selected, you cannot convert it again to an Invoice.