Converting Estimates to Invoices

The Converting Estimates to Invoices feature allows you to seamlessly transition an approved estimate into an invoice, making it easy to bill clients for agreed-upon services and products. Authorized users can initiate this process directly from the Estimate page, ensuring that all details from the estimate are accurately carried over to the invoice. After confirming key details such as the invoice date, terms, and theme, the estimate is successfully converted, ready for any final adjustments or actions. This efficient process streamlines billing, reducing manual data entry and ensuring consistency between the estimate and the invoice.

Prerequisites: Authorised Users.

Instructions

1. From the Estimate page, click the Estimate Actions button in the top right of the page.
   
   
   
   
   
   
   
   
2. Click Create Invoice from Estimate. You will be directed to the New Convert Estimate page.
   
   
   
   
   
   
3. Enter Invoice Date, choose Terms from the dropdown menu and choose Theme, then click Save.
   
   
   
   
4. You will see confirmation “Success! Estimate was copied to invoice”
   
   
   
   
   
   
5. You should now see the invoice, where you can perform any required actions.