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View the Estimate Linked to an Invoice

View the Estimate Linked to an Invoice

Open the Estimates page to create a source estimate first. Wait for the Estimates page to load.

Watch the demo (38 seconds)

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Overview

Open the Estimates page to create a source estimate first. Wait for the Estimates page to load. Start creating a new estimate that will later be converted into an invoice. Wait briefly for the estimate builder to open. Go to the Invoices list to find an invoice linked to an estimate. Wait for the Invoices page to render. Open an invoice to see its details. Wait for the invoice detail page to load. Click the View Estimate link to jump to the originating estimate. Wait for the linked estimate page to load.

Steps: 13 · Time to complete: ~38 seconds · Difficulty: hard

Prerequisites

  • Access to the View the Estimate Linked to an Invoice feature.

Steps

Step 1 — Navigate to /estimates · 0:00

Open the Estimates page to create a source estimate first.

Step 1: Open the Estimates page to create a source estimate first.

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Step 2 — Wait for h1:has-text("Estimates") · 0:04

Wait for the Estimates page to load.

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Step 3 — Screenshot: estimates_page · 0:00

Screenshot: estimates_page.

Screenshot: estimates_page

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Step 4 — Click a:has-text("New Estimate"), button:ha… · 0:06

Start creating a new estimate that will later be converted into an invoice.

Click 'New Estimate'

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Step 5 — Pause 1500ms · 0:12

Wait briefly for the estimate builder to open.

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Step 6 — Navigate to /invoices · 0:15

Go to the Invoices list to find an invoice linked to an estimate.

Step 6: Go to the Invoices list to find an invoice linked to an estimate.

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Step 7 — Wait for h1:has-text("Invoices") · 0:20

Wait for the Invoices page to render.

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Step 8 — Screenshot: invoices_list · 0:00

Screenshot: invoices_list.

Screenshot: invoices_list

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Step 9 — Click table a.font-mono · 0:23

Open an invoice to see its details.

Click 'INV-00005' to view details

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Step 10 — Wait for text="Invoice" · 0:26

Wait for the invoice detail page to load.

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Step 11 — Click a:has-text("View Estimate") · 0:29

Click the View Estimate link to jump to the originating estimate.

Click 'View Estimate' to open source

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Step 12 — Wait for text="Estimate" · 0:33

Wait for the linked estimate page to load.

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Step 13 — Screenshot: linked_estimate · 0:00

Screenshot: linked_estimate.

Screenshot: linked_estimate

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Expected outcome

Wait for the linked estimate page to load.

Assets