How can I convert an estimate into an invoice?
To convert an estimate to an invoice, follow the below steps.
- Go to the Estimates tab under the Sales dropdown on the left navigation pane.
- Select the the estimate you want to convert to invoice.
- Click on Convert to invoice.
- Check the required details, and make any changes you want to the estimate, before saving it as an invoice.
- Select Save as draft if you want to keep the invoice in the balance for now, and click Save and Send if you want the invoice to be sent out immediately.