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.
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