How do I convert an estimate into an invoice?

To convert an estimate into an invoice:

  • Go to the Estimates module under Sales in the left sidebar.
  • Select the estimate that you want to convert to an invoice.
  • In the estimate details page, click Convert to invoice.
  • Check the required details, and make the required changes to the invoice.
  • Click Save as draft, if you want to send it later, or click Save and Send if you want to send the invoice immediately.
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