<  estimates

Can accepted estimates be automatically converted to invoices??

To automatically convert accepted estimates to invoices,

  • Navigate to Gear Icon -> Preferences -> Estimates
  • Under the Automatically convert accepted Estimate to Invoice,
    • Check Yes, Save as Draft - Convert to invoice and save it in draft state.
    • Check Yes, Save and Send - Convert to invoice and send it to the customer directly.

Automate Invoice Creation

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