Zoho Invoice

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Back to Estimates Overview

Converting Estimate into an Invoice

Once your customer accepts the terms of your estimate, convert the estimate into an invoice and bill them for the product/service you offer.

Converting Estimate to Invoice

Creating Multiple Invoices from the Same Estimate

Even if the estimate is already invoiced, select the estimate and click on Convert to Invoice option and select Yes when asked, if you wish to invoice it again. This will create multiple invoices from the same estimate.

Automatically Convert Estimate to Invoice

You can automate to convert the accepted estimates automatically into an invoice. Here’s how.

Automatically Convert Estimate to Invoice

No - Will not convert accepted estimates to invoice. Yes, Save as Draft - Accepted estimates will be converted to invoice, invoices will be saved as draft. Yes, Save and Send - Accepted estimates will be converted to invoice, and will be sent to the customers directly.

Creating Retainer Invoices for Estimates

You can choose to create a Retainer Invoice automatically upon acceptance of your Estimates.

Retainer Invoices for Estimates


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