Zoho Invoice

Help Docs

Converting Estimate to Invoice

As soon as your customer accepts the estimate, an estimate can be converted into an invoice automatically or manually based on your preferences.

Converting Estimate to an Invoice Automatically

Zoho Invoice enables you to automate the process of converting an accepted estimate into an invoice without any intervention. You can choose this option in the Estimate Preferences page and estimates will automatically convert intself into invoices.

To automate the estimate conversion:

  1. Click the Gear icon in the top right corner of the window or simply press s to instantly navigate to the Settings.
  2. Select Preferences.
  3. Select Estimates.
  4. Under Automatically convert accepted Estimate to Invoice section:
    • Select Yes, Save as Draft if you want to automatically convert an accepted estimate to an invoice and save the invoice as draft. OR
    • Select Yes, Save and Send if you want to automatically convert an accepted estimate to an invoice and send the invoice to your customer. The invoice will be available in the Invoices module in Open status.
  5. Click Save.

Convert Estimate Preferences

Now, all the estimates that are accepted will be automatically converted to an invoice.

Converting Estimate to an Invoice Manually

Alternatively, you can choose to convert an accepted estimate to an invoice manually in Estimate Preferences. To do so:

  1. Click the Gear icon in the top right corner of the window or simply press s to instantly navigate to the Settings.
  2. Select Preferences.
  3. Select Estimates.
  4. Under Automatically convert accepted Estimate to Invoice section:
    • Select No to manually convert an estimate to invoice.
  5. Click Save.

Converting Estimate Manually

Now, you would have to manually convert all the accepted estimates as invoices. To convert an estimate to an invoice manually:

  1. Go to the Estimates module in the left sidebar or press shift + e to instantly navigate to the Estimates module.
  2. Select the estimate that you want to convert to an invoice.
  3. Click the Convert to Invoice button in the top right corner.
  4. Check the information in the invoice.
  5. Click Save as Draft to save the invoice as a draft or Save and Send to save the invoice as open and send it as an email to the customer.

Convert to Invoice


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