Converting an estimate to an invoice

  • Go to the 'Estimates' tab.
  • Click on the cog wheel of the particular estimate you want to invoice.
  • Click on the 'convert to invoice' link as shown in the image below.
  • invoice to estimate

  • This opens the 'New Invoice' page with the following details populated from the estimate
    • Customer
    • line item details.
  • You can edit the details that have been populated from the estimate.
  • The invoice date will be the current date.

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