invoices

How do I convert an estimate into an invoice?

To convert an estimate into an invoice:

  • Go to the Estimates module under Sales in the left sidebar.
  • Select the estimate that you want to convert to an invoice.
  • In the estimate details page, click Convert to invoice.
  • Check the required details, and make the required changes to the invoice.
  • Click Save as draft, if you want to send it later, or click Save and Send if you want to send the invoice immediately.
Was this document helpful?
Yes
No
Thank you for your feedback!
Want a feature?
Suggest


Switch to smart accounting software. Switch to Zoho Books.   Start my free 14-day trial Explore Demo Account

Books

Online accounting software
for small businesses.