Sales
To convert an estimate to an invoice
Upon the client’s approval to your proposed Estimate, they can click the link attached in the email sent to them, and you can convert the Estimate to an Invoice following the steps below.
- Select “Sales” from the navigation menu.
- Select “Estimates”.
- Click the estimate you wish to convert to an invoice.
- Click the button “Convert to Invoice“.
- Click the button “Yes” to confirm conversion or “No” to cancel.
- Upon confirming, you will be automatically redirected to an invoice creation page that includes the selected estimate details.
- Edit the invoice details as needed.
- For more information, please refer to the tutorial “Creating an Invoice“.
- Save the invoice using the various saving options as needed.
- For more information, please refer to the tutorial “Previewing and Saving an Invoice“.