Converting an estimate into an invoice is easy.
FROM THE WEB APP
βStep 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.