Accepting on the approval link does three things in one step, automatically: it records the customer's signature and acceptance on the estimate, creates a booking for the date and time they picked, and creates that booking's invoice.
What's created on acceptance
| Record | What happens |
|---|---|
| Booking | Created already scheduled for the date and time the customer chose before accepting - not left as an unscheduled follow-up. If the estimate came from a request that already had a linked booking, that booking is reused and linked to the estimate instead of a second one being created. |
| Invoice | Created for the estimate's total, marked unpaid, linked to both the estimate and the new booking. If a business rule already created an invoice for this estimate first, that one is reused and linked instead of inserting a duplicate. |
Why a duplicate invoice can no longer be created
This flow used to have a real risk: if the check for an existing invoice failed for any reason, the failure was silently read as "no invoice exists yet" and a second one got inserted. That lookup now stops and reports an error instead of guessing, so a lookup failure can never again result in two invoices for one accepted estimate.
Finding the accepted order
- Open the estimate - once it's booked, it shows the linked booking's status, the invoice and whether it's been paid, and the job once one exists.
- Or open the new booking directly from Bookings, where you confirm it.