Convert an Estimate into an Invoice

Estimates can easily be converted directly to an invoice without needing to re-enter information like the date, client, and amount.

After your client accepts your estimate and has converted the information into an invoice, the new invoice will follow the invoice number sequence. Once you have completed the agreed-upon work, send off the invoice and get paid.

iOS and Android

1. Tap Estimates and open the estimate you wish to convert to an invoice
2. Tap Convert to invoice
3. Edit the information on the invoice, if needed
4. Tap Save

Web

1. Click on Estimates and open the estimate you wish to convert to an invoice
   • Alternatively, you can click on the caret 'v' symbol next to the estimate and click on Convert to invoice
2. Click on the ... button in the top right corner
3. Click on Convert to invoice
4. Edit the information on the invoice, if needed
5. Click on Save and close