Sales
After the client accepts the estimate provided by you, convert it with one button click to a sales invoice, without having to issue an invoice from the beginning.
- Click on “Sales” from the main menu.
- Click on “Estimates”.
- Open the required estimate that you wish to convert to an invoice.
- Click on “Convert to invoice” button.
- Click “Yes” when you get the confirmation message.
- You will be directed to the invoice editing screen that’s generated from the converted estimate.
- Click on the “Save & Send” button.