"Switch to dual pricing without losing track of open estimates"
"Source","https://bluefinchadvisors.com/blog/dual-pricing-open-estimates-cutover-date"
"Basis","User-entered planning records. Filled fields do not establish completion, approval or compliance."

"Internal job reference","Approval or deposit stage","Existing approved price version","Agreed cutover treatment","Person responsible for confirmation","Missing required fields"
"Illustrative job W-17","Deposit collected","Quote version 2","Confirm before requesting balance","Office manager","None"

"Use this worksheet"
"List open work before selecting the launch date."
"Do not assume an existing customer approved a new price because the terminal settings changed."
"Resolve exceptions with the processor and appropriate business advisers before collection."

"Sources"
"Visa: surcharging and cash-discount distinctions","https://usa.visa.com/dam/VCOM/global/support-legal/documents/merchant-surcharging-qa-for-web.pdf"
"IRS: business recordkeeping","https://www.irs.gov/businesses/small-businesses-self-employed/recordkeeping"