INTENDED SEARCHES: connected records, estimate job invoice customer
Customers, estimates, jobs, invoices, payments, vendors, and purchase orders are connected. Changing one record after downstream work begins can affect other records. Always check related records before editing or deleting important data.
Support note:
If you cannot find the option, cannot save the record, see different fields, or receive an error, contact support with the page, record name or number, what you clicked, what happened, and a screenshot if possible.
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