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How Do I Convert An Estimate To An Invoice?

Converting an estimate (or part of an estimate) into an invoice.

Written by Luke Ehresman

Converting an estimate into an invoice is easy.


FROM THE WEB APP


​Step 1: Click on the estimate you want to convert.

Step 2: Locate the "Invoice" button at the top of the screen.

Step 3: Select the estimate option you want to invoice for.

Step 4: Remove items that don't apply from the invoice.

Step 5: Take the check to the bank.
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FROM THE MOBILE APP

Step 1: Tap on the estimate you want to convert.

Step 2: Tap on the 'More' button at the top of the page.

Step 3: Tap 'New Invoice'

Step 4: Remove items that don't apply from the invoice.

Step 5: Take the check to the bank.


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