Can an estimate be converted to an invoice?

Step by step on how to convert estimates to invoices.

Certainly! Here's a step-by-step guide on how to convert estimates to invoices:

Step 1: Navigate to the Estimates tab in your account and locate the specific estimate you want to convert.

Step 2: Hover over the estimate and click on the three dots icon to access the available options.

Step 3: Choose the option to convert the estimate into an invoice.

To streamline the process, you can configure your settings to automatically convert accepted estimates into invoices. In your settings profile, under the Estimate options section, enable the auto-convert feature by checking the corresponding box. This way, estimates marked as Accepted will be automatically converted to invoices.

Tip: It's important to note that only estimates with the status Accepted should be converted to invoices. This ensures that the conversion occurs at the appropriate stage of the transaction.

By following these steps and utilizing the auto-convert feature, you can easily convert your estimates into invoices for a smoother invoicing process.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us