Back to Help Articles

Invoicing and Estimates

How do I convert an estimate to an invoice?

You can convert your estimate to an invoice by opening the blue popover menu on an estimate and picking Convert Estimate to an Invoice.

This will create a new invoice with the same line items, job, customer, and notes of the estimate you've converted it from. You can also update or change any of the details of the new invoice if needed. Once you're done, click Update Invoice to create your new converted invoice.