Zoho Invoice


Can accepted estimates be automatically converted to invoices??

Create credit note

To automatically convert accepted estimates to invoices,

  • Navigate to Settings > Preferences > Estimates
  • Under the Automatically convert accepted Estimate to Invoice,
    • Check Yes, Save as Draft - Convert to invoice and save it in draft state.
    • Check Yes, Save and Send - Convert to invoice and send it to the customer directly.
  • Hit the Save button to save this action.

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