How do I convert an estimate to an invoice?
To convert an estimate to an invoice:
- Go to the Sales module on the left sidebar.
- Select Estimates
- Select the the estimate you want to convert to an invoice.
- Click on Convert to Invoice button on the tor right corner of the page.
- Check the required details, and make any changes you want to the estimate, before saving it as an invoice.
- Select Save as draft if you want to keep the invoice in the balance for now, click Save and Send if you want the invoice to be sent out immediately.