Zoho Invoice

FAQ

Can accepted estimates be automatically converted to invoices??

Create credit note

To automatically convert accepted estimates to invoices,

  • Navigate to Settings > 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.
  • Hit the Save button to save this action.

Was this document helpful?
Yes
No
Thank you for your feedback!
Want a feature?
Suggest
TOP