Zoho Invoice

FAQ

Global
United States
United Kingdom
Canada
Australia
India
Saudi Arabia
United Arab Emirates
Bahrain
Kuwait
Oman
Qatar
Kenya
Mexico

How can I convert an estimate into an invoice?

To convert an estimate to an invoice, follow the below steps.

  1. Click on the Estimates tab on the left pane.
  2. Select the the estimate you want to convert to invoice.
  3. Click on Convert to invoice.
  4. Check the required details, and make any changes you want to the estimate, before saving it as an invoice.
  5. Select Save as draft if you want to keep the invoice in the balance for now, and click Save and Send if you want the invoice to be sent out immediately.

Convert estimate to invoice

Was this document helpful?
Yes
No
Thank you for your feedback!
TOP